FAQs

Whether you’re meeting us for the first time, or would like to understand a little more about how we work, below you’ll find a number of frequently asked questions to help. If there is anything we haven’t covered here, please feel free to get in touch.

  • Where are meetings held?

    We typically hold the first meeting at our office in Farringdon, although we are happy to travel to a client’s home if need be.

  • Is parking available at your office?

    There is meter parking on Ray Street. We are a 5 minute walk from Farringdon station.

  • Do you have any female advisers?

    Yes – please click here for more information on Chartered Financial Planner, Stefani Williams. Stefani is currently on maternity leave.

  • Do I have to pay for an initial meeting?

    No, the initial meeting is at our expense and you are under no obligation to appoint us.

  • Do you specialise in ethical and sustainable investing?

    Yes, in fact we’re proud of our ethically-minded approach to investing which covers ethical, sustainable and thematic investments. For more information, please click here.

  • How can I book an initial meeting?

    Ideally, by calling us on: 020 7812 1460. This way, we can get a better understanding of your situation and arrange a meeting on the phone. However, you can also complete the website contact form, or email us and we will call you back.

  • Are you independent?

    Yes, we are an independent financial planning firm. This is important from both financial planning and investment planning perspectives because we are not limited to advising on certain financial and investment products. We can focus on understanding your goals and how your finances can help you to achieve them.

  • Are you a Chartered financial planning firm?

    Yes. For more details on what this means for you, please visit our ‘Awards and accreditations’ page.

  • What do you charge for a financial plan?

    Our charges are based on the size, type and complexity of the financial plan. Please click here for further details of our charging structures.

  • Do you receive commission?

    We typically receive commissions on protection and annuities products, directly from the provider. This can be switched to a fixed fee, if the client would prefer.

  • Do you charge VAT?

    This depends on the work involved. If VAT is chargeable, this will be detailed in our letter of engagement, prior to any work being undertaken.

I have been a customer of Holden & Partners since its inception. During this time, no matter what the state of the financial climate, I have always found that their advice has been balanced and fair. They have a good understanding of everyone’s individual circumstances and produced tailored strategies to match these needs and expectations.

Duncan B, NHS consultant

I’ve always received high quality, personable advice at a time of my convenience. My adviser has often travelled to my home in order to provide very personal service. The advice given is clear and unambiguous. The risks of different types of investment have been clearly discussed to allow me to make an appropriate decision on the nature of my investment portfolio. This has been of great importance when considering the available investment options for my forthcoming retirement. I have always considered that Holden & Partners is very client centred and they have my best interests at heart. I have been with Holden & Partners since 1996 and have recommended them to friends and colleagues on many occasions.

Michael, Surgeon

Holden & Partners manage our company pension scheme with a totally professional and dedicated approach. They have worked with us over a number of years, and are able to explain the potential ‘minefield’ that is pensions, to make it perfectly accessible for the staff.

Jeremy, Print Management Partner

Holden & Partners offer everything I want from financial advisers. They are highly efficient, independent and trustworthy. They understand their clients and give them a great service. The peace of mind they offer me is invaluable in allowing me to get on with my work and family life.

Peter, director of publishing company

Holden & Partners provide me with a friendly, efficient and personalised service that has been tailored over time to meet my changing needs and priorities. I value their ability to always be one step ahead and lead me seamlessly through the maze of paperwork.

Helen, former Investment Banker

Holden & Partners clearly ‘read’ our financial needs and requirements very well. Most of our queries will have been well anticipated. Where changes of mind are offered, we get practical reasons, not excuses. And outside review periods we have the sense that the vigilance continues on our behalf.

Chris, professional copy-writer

On retirement after 40 years of salaried employment, I interviewed several financial advisers, amongst whom Mark Dodd of Holden & Partners was the nicest and seemingly the most understanding of my investment needs and priorities. Since then my wife and I have had regular (c.6-monthly) meetings with him in order to check and, when necessary, adjust the holdings in our portfolio. This has been very helpful and provided a comforting sense of confidence and security. I have recommended Holden & Partners to others and will certainly continue to do so.

Patrick, retired university professor

It’s easy to feel powerless in the face of global trends such as climate change and environmental destruction. But I feel I regain power as a consumer and a citizen by thinking about where I spend my money and to whom I entrust my savings. I chose Holden and Partners because they were recommended to me and because of their strong track record in ethical investments. It has proven to be a wise choice. Their advisors listened carefully to my needs and created an investment strategy and portfolio that has met and indeed continues to exceed my expectations. The culture of a company also matters to me, I have found their advisors to be well informed and financially shrewd but also easy to speak to and engage with. Many of us find it difficult to trust institutions and organisations these days, but I do trust Holden and Partners to make the right decisions on my behalf.
I would have no hesitation in recommending them to others.

Patrick, Advertising and Marketing Consultant

Read all our testimonials

Contact us

Whether it’s a question about your personal finances or how you can invest your wealth more ethically, we are here to help. Call us on 020 7812 1460, email info@holden-partners.co.uk or complete the form:

Holden & Partners is a trading name of Peter R T Holden and Partners LLP and is authorised and regulated by the Financial Conduct Authority (446291), but not all of the products and services mentioned in this website may be so regulated. Click here to view Holden & Partners on the FCA register. All content © 2019 Holden & Partners.