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:
This gold standard accreditation demonstrates our commitment to the highest standards of knowledge, behaviour and professionalism within the financial planning industry.
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 benefits of ethical, sustainable and environmental, social and governance (ESG) investments.
Our independent financial advisers are specialists in ethical and sustainable investment advice. They are committed to helping people who want to manage their wealth responsibly through ESG and green investments.
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 especially in the area of ethical, sustainable and ESG investments and delivering a high standard of service.
Clients value our straightforward approach to charging for our financial planning and investment management services, and appreciate the value we provide and the emphasis we place on sustainable and ethical investments.
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 ethical and sustainable investment approach.