Accreditations

B Corp

B Corporations, or B Corps, are companies that value purpose alongside profit and promote a better way of doing business to build a more inclusive and sustainable economy. In order to attain the certification, Holden & Partners’ social and environmental performance has been independently evaluated by B Lab, a global non-profit organisation.

2024 – B Corp Impact Report

2021 – 2022 B Corp Impact Report

2020 – 2021 B Corp Impact Report

Chartered Financial Planner Firm

Awarded by the Chartered Insurance Institute (CII), this is the pinnacle for financial planning firms and demonstrates that we have met the high standards required for best practice and customer service. It also proves our commitment to ethical behaviour.

Cyber Essentials Plus

We have passed the Cyber Essentials assessment to help guard against the threat of cyber attack, demonstrating our ongoing commitment to cyber security.

PFS – Later Life Advice Specialist

Later Life Advice Specialists are identified on the Personal Finance Society ‘Your Money Adviser’ register. Only those advisers that have met the eligibility requirements and have opted in to the ongoing CPD commitment required of a specialism will be shown in such search results. Mark Dodd and Reece Biggadike are both later Life Advice Specialists.

PRI – Principles for Responsible Investment

We are a signatory of the UN-supported Principles for Responsible Investment, agreeing to put into practice six principles for responsible investing

Resolution

Resolution, formerly known as the Solicitors Family Law Association (SFLA), is an organisation of 6,500 professionals in England and Wales. Members believe in a constructive, non-confrontational approach to family law matters. Resolution also campaigns for improvements to the family justice system. Andrew Johnston one of the Holden & Partners financial planners and partners, is an affiliate member of Resolution.