Holden & Partners Awards Summary

Holden & Partners are pleased to announce that in the first half of 2019 our continued commitment to deliver exceptional financial advice has been recognised by organisations and publications within the financial services industry. Following a rigorous process of nominations, submissions and interviews, we are proud to have been declared finalists for the following awards:

Now all that remains is to dust off the bow ties and evening gowns and keep our fingers crossed…

Professional Adviser Retirement Planner Awards

Best Individual Pensions Advice Firm of the Year Award – London, the South East and Anglia

“As a tax-efficient way to save for retirement, pensions offer a route to long term financial security. To highlight the importance of retirement planning in the UK, this year’s Retirement Planner Awards will celebrate how providers and intermediaries are rising to the challenge of pension provision, particularly in light of the 2015 pension freedoms and the increasing number of pension scams.”

Money Marketing Awards

Best Investment Adviser – Holden & Partners Finalists

“The Money Marketing Awards are the premier financial services awards that recognise, reward and bring together the industry’s leading advisers and providers for an unforgettable night of networking and celebration.”

Women in Financial Advice Awards

Stefani Williams has been shortlisted in the Financial Adviser of the Year – South East category.

“In highlighting the achievements of women already in financial advice or the wider financial services world, as well as recognising individuals of either gender who help to maximise the potential of women or are striving to bring about a more appropriate gender balance, the Women In Financial Advice Awards is now looking to play its part by helping to inspire more women to work in an already dynamic sector that, nevertheless, stands a long way short of fulfilling its true potential.”

Investment Life & Pensions Moneyfacts Awards

Retirement Adviser of the Year – Holden & Partners Finalists

Richard Eagling, Editor of Investment Life & Pensions Moneyfacts, said:

“The Investment Life & Pensions Moneyfacts Awards showcase all the hard work conducted by the financial services community and recognise the product providers and financial advisers that have excelled over the last 12 months… Central to the prestige of our awards and our confidence in ensuring that they provide a true measure of industry-wide excellence is the rigorous process by which the finalists and eventual winners are decided.”

Professional Paraplanner Awards

Emma Wilkinson has been shortlisted for Administrator of the Year

This award recognises the important role of administrator and the outstanding support that they provide to their respective firms. The awards are determined by a nomination process followed by an interview from a panel of judges.

Neil Sargeant
Financial Planner