5th September 2018
“Events, dear boy, events” – Prime Minister Harold MacMillan’s response to the question ‘What does the leader of a country…
6th August 2018
With increasing challenges facing many millennials, the desire for parents and grandparents to provide financially for their children/grandchildren’s future is…
6th August 2018
People in the UK are living longer than ever before. This is good news, but it brings with it a…
6th August 2018
Although many investors have heard of the tax-efficient Enterprise Investment Scheme (EIS); many will be less familiar with Social Investment…
27th June 2018
Plastics and their pollutive consequences have recently garnered a huge amount of media attention – and with good reason. Since…
14th March 2018
In the post Brexit environment and with the next general election up to 3 years away, Phillip Hammond could, in…
8th March 2018
It’s that time of year again… The run-up to the tax year end on 5th April 2018 provides an opportunity…
15th February 2018
So have you survived? Alongside an alcohol-free ‘dry January’ there has been a trend for ‘Veganuary’ – that’s giving up…
8th February 2018
When we meet our clients, some of the most common questions we are asked are: When can I afford to…
My wife and I really value the advice and support we’ve received over many years. Our key contact is Tim Cosway, whose friendly and calm manner is a real plus. He also involves team members who are equally committed. We particularly value that their approach is that no question is stupid – we always receive a clear and helpful explanation. We have full confidence in the team’s management of our finances and definitely recommend them.
We have consulted Holden and Partners for 10 years. Having been in financial disarray because of poor advice from our previous financial advisor, we have Tim Cosway to thank for digging us out of a deep financial hole. As a result of his painstaking tenacity pursuing a claim against our former financial advisor through the Financial Ombudsman Service, which resulted in substantial compensation, we can anticipate a comfortable retirement. We continue to take Tim’s advice on all financial matters. He is a pleasure to deal with, and we whole heartedly recommend Holden and Partners, and Tim in particular.
Mike & Jacque
I have been a customer of Holden & Partners since its inception. During this time, no matter what the state of the financial climate, I have always found that their advice has been balanced and fair. They have a good understanding of everyone’s individual circumstances and produced tailored strategies to match these needs and expectations.
Duncan B, NHS consultant
I’ve always received high quality, personable advice at a time of my convenience. My adviser has often travelled to my home in order to provide very personal service. The advice given is clear and unambiguous. The risks of different types of investment have been clearly discussed to allow me to make an appropriate decision on the nature of my investment portfolio. This has been of great importance when considering the available investment options for my forthcoming retirement. I have always considered that Holden & Partners is very client centred and they have my best interests at heart. I have been with Holden & Partners since 1996 and have recommended them to friends and colleagues on many occasions.
Holden & Partners manage our company pension scheme with a totally professional and dedicated approach. They have worked with us over a number of years, and are able to explain the potential ‘minefield’ that is pensions, to make it perfectly accessible for the staff.
Jeremy, Print Management Partner
On retirement after 40 years of salaried employment, I interviewed several financial advisers, amongst whom Mark Dodd of Holden & Partners was the nicest and seemingly the most understanding of my investment needs and priorities. Since then my wife and I have had regular (c.6-monthly) meetings with him in order to check and, when necessary, adjust the holdings in our portfolio. This has been very helpful and provided a comforting sense of confidence and security. I have recommended Holden & Partners to others and will certainly continue to do so.
Patrick, retired university professor
It’s easy to feel powerless in the face of global trends such as climate change and environmental destruction. But I feel I regain power as a consumer and a citizen by thinking about where I spend my money and to whom I entrust my savings. I chose Holden and Partners because they were recommended to me and because of their strong track record in ethical investments. It has proven to be a wise choice. Their advisors listened carefully to my needs and created an investment strategy and portfolio that has met and indeed continues to exceed my expectations. The culture of a company also matters to me, I have found their advisors to be well informed and financially shrewd but also easy to speak to and engage with. Many of us find it difficult to trust institutions and organisations these days, but I do trust Holden and Partners to make the right decisions on my behalf.
I would have no hesitation in recommending them to others.