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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
27th February 2023
Your end of tax year to-do list
Are you ready for the end of the tax year on 5th April? We’re in the midst of near record…
25th January 2023
Investment themes for 2023
The UK economy beat expectations at the end of 2022, expanding 0.1%, with a boost from the World Cup’s unseasonal…
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