Our team of financial advisers, investment managers and retirement planners advise people from all walks of life, as well as corporate entities and charities. Each client has very specific financial requirements which we listen to and are then able to advise on. We have developed a close understanding of all our clients’ individual needs and have built up a wealth of experience to support those with similar financial planning and wealth management requirements and those looking to invest in sustainable and ethical investments.
We work with a range of clients, offering solutions including:
Are you an ethically-minded investor? Our independent financial advisers are specialists in ethical and sustainable investing and can help you manage your wealth through environmental, social and governance (ESG) investments that match your strongly-held principles.
Are you building your wealth? At Holden & Partners we help clients who are accumulating wealth as their careers progress, or as they inherit assets. Our Chartered Financial Planners advise on wealth management and how you can use sustainable and ethical investments to grow your wealth.
Are you approaching retirement? Our independent financial planners can help you better manage your finances and pension and advise you on ethical and sustainable investment options so that you can achieve your retirement ambitions.
Are you in retirement? Our independent financial planners can help you plan for a sustainable retirement, living the lifestyle you want, and ensuring that you pass on wealth to your loved ones or preferred charities through their specialist ethical and sustainable investment advice.
Are you divorcing or separating? At Holden & Partners we’re experienced in dealing with the intricacies of divorce settlements. Our financial planners are highly qualified and experienced in providing advice if you are getting a divorce. Our pension transfer specialists can advise you and help you plan for a sustainable future.
Are you a business owner? Our financial planners will help you to enhance your employee benefits with ethical and sustainable pensions whilst also advising on your wealth management and business protection.