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20th September 2023
Cash and investments; finding the right balance
One of the biggest topics we’re asked about each week is the balance between cash and investment. It demands a measured response and an individual approach.…
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News
Stay informed with the latest financial news and views from Holden & Partners.
Bookmark this page for updates on financial markets, changes in regulation, and current affairs that may impact your investments or financial plans.
We also explain complex financial concepts clearly and accessibly to help you make informed decisions. Whether it’s a shift in tax rules, global economic developments, or sustainable investing trends, our expert team provides timely commentary and practical guidance to keep you one step ahead.
4th September 2023
Back to school: lessons in planning for school fees
With a new academic year about to get underway it’s a good time to think about school fees and how best to plan for them if…
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31st August 2023
Think you know sustainable investing? 3 investment funds that might make you think again…
As we approach our September birthday, celebrating 20 years of Holden & Partners, it’s worth reflecting on one of the biggest changes we have seen in…
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7th July 2023
The Holden & Partners’ Q2 investment team round up
Paul Dennis and the Holden & Partners investment team reflect on economic trends across the globe as we hit the mid-year point. Included in this update…
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17th May 2023
The Value of Financial Planning
It’s one of those annoying phrases often rolled out by teachers around exam time: “If you fail to plan, you are planning to fail!” First said…
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20th April 2023
Earth day 2023
“Investing in a green economy is the only path to a healthy, prosperous, and equitable future.” 1 It’s a powerful statement for Earth Day 2023, accompanying…
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5th April 2023
The Holden & Partners’ Q1 investment team round up
As tumultuous financial times have followed us into 2023, our inhouse investment team at Holden & Partners plays a crucial role in monitoring the economic environment…
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22nd March 2023
Celebrating 20 years of bespoke financial and investment advice
Steven Pyne is Holden & Partners’ managing partner and one of the original founders back in 2003. We asked him to reflect on the 20 year…
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16th March 2023
What does the Budget mean for you? – 15 March 2023
Budget Highlights The lifetime allowance (LTA) for pensions has effectively been abolished from 2023/24. A new monetary limit for the tax-free pension commencement lump sum (PCLS)…
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8th March 2023
What is financial wellbeing and what does it mean to you?
In recent years, self-care has hit the mainstream. We are encouraged to take active steps to look after our physical and mental wellbeing. Conversations that were…
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