Who we are:

Holden & Partners is a Chartered firm of independent financial advisers based in Farringdon, London. Formed in 2003, we are one of a few independent financial advisers to have achieved Chartered status and were one of the first financial advice firms in the UK to achieve B Corp status. We are a VouchedFor Top Rated Financial Adviser based on our client feedback.

The firm also has a number of financial advisers who are affiliates of the Society of Tax and Estate Practitioners, allowing us to represent both individuals and professionals in the most challenging areas of financial advice, wealth management, investment advice, tax and estate planning.

Holden & Partners is committed to environmental, social and governance (ESG) investments and are experienced in this field. Our financial advisers are highly qualified and consistently deliver a first-class service to our clients, which helps us build enduring partnerships and trust in our financial advice.