There are many financial planners, financial advisers, investment managers, retirement planners and wealth advisers to choose from. So why choose Holden & Partners?

Our clients tell us that what they value most is that:

We’re Chartered financial planners

This gold standard accreditation demonstrates our commitment to the highest standards of knowledge, behaviour and professionalism within the financial planning industry.

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We’re independent financial advisers

Our financial planners are not limited to advising on specific financial and investment products. They will focus on understanding your wealth management goals and then advise on how best to achieve them, highlighting the conventional benefits of environmental, social and governance (ESG) investments.

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We’re ethically-minded financial planners

Our independent financial advisers are experienced in ethical and sustainable investment advice. They are committed to helping people who want to manage their wealth responsibly through ESG investments.

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We’re a team with strength and depth

We have a large team of people on-hand to personally meet your financial needs and wealth management requirements. Everyone is committed to furthering their professional knowledge and delivering a high standard of service.

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We’re clear and transparent on our financial advice fees

Clients value our straightforward approach to charging for our financial planning and investment management services, and appreciate the value we provide.

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We’re specialists

At Holden & Partners, we use our years of experience and expertise as Chartered Financial Planners to understand our clients’ unique investment, wealth management, protection, and retirement planning requirements. We then provide the financial advice needed to grow our clients’ wealth, using our responsible investment approach.

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Contact us

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