Pension and Retirement Financial Adviser

Pension and Retirement Financial Adviser

Whether you decide to retire at a given age, or whether you gradually reduce your working hours and increase your leisure time, our experienced team of retirement financial advisers provides practical solutions for managing assets, establishing sustainable income, and enjoying a secure financial future.

Find out more
Inheritance Tax Adviser

Inheritance Tax Adviser

Planning for the future is about safeguarding your legacy, maintaining financial stability for your loved ones, and reducing needless tax obligations. We provide individualised advice to assist you in effectively organising your estate, negotiating complex inheritance tax rules, and confidently passing on your money.

Find out more
Divorce Financial Adviser

Divorce Financial Adviser

Alongside the emotional toll, divorce can bring complex financial challenges. Our expert advisers provide tailored guidance on settlements, marital assets, and pension-sharing orders, aiming to give you financial stability and helping you plan a secure future during and after the divorce process.

Find out more
Family Office Adviser

Family Office Adviser

Holden & Partners provides tailored family office advice, helping high-net-worth families manage and preserve wealth across generations. From investment strategies to succession planning, we offer independent, bespoke solutions designed to meet your family's unique financial needs.

Find out more
Investment Adviser

Investment Adviser

Investing your hard-earned money is a major decision. We believe in developing long-term partnerships with our clients. In conjunction with your financial planning objectives, we ensure that your investments work within the wider context of your overall financial plan.

Find out more