There are many financial planners 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.
Our financial planners are not limited to advising on certain financial and investment products, so they can focus on understanding your goals and how your finances can help you to achieve them.
With specialists in ethical, sustainable and thematic investment, we can meet the needs of people who want to invest their wealth in this way.
We have a large team of people, all on-hand to personally meet your financial needs. Everyone is committed to furthering their professional knowledge 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.
There are groups of clients who have very specific requirements. We have developed a particular understanding of these clients, who benefit from our years of experience.