How we quote on our financial planning fees

At Holden & Partners our team of independent financial advisers are specialists in financial planning, retirement and pension planning, wealth management, business protection and environmental, social and governance (ESG) investment advice for individuals, families, businesses and charities.

Our initial meeting with you is free of charge, and gives us an opportunity to fully understand and evaluate your financial situation. We then seek to establish how we can use our expertise in financial planning, environmental, social and governance (ESG) investments, tax, pension and wealth management advice and protection to provide a solution that will best meet your objectives.

Once we have determined this, we will provide you with a Letter of Engagement, which is specific to your needs and will detail the financial advice and services we have agreed to carry out on your behalf, and the associated costs. Work – which might include for example environmental, social and governance (ESG) investment advice, retirement planning, critical illness cover, or a sustainable investment strategy– will only commence once the Letter of Engagement has been signed and returned to us.

Our range of services and financial planning fees

The strategic financial planning fees detailed below provide an indication of the costs involved within specific areas of advice – from strategic tax planning to ethical investment advice. The fee charged depends on the complexity of work involved and is based on our hourly rates shown. Please note that any fixed fee will be agreed to with you prior to engagement – we do not charge by the hour. In certain cases, these fees could be subject to VAT; however, we will confirm this in our Letter of Engagement and our specific recommendations.