Holden & Partners named Financial Advisor Team of the Year at prestigious STEP Awards
As 2022 draws to a close we were thrilled to pick up the Financial Advisor Team of the Year Award at the STEP Private Client Awards.
The STEP Private Client Awards are seen as the hallmark of quality within the private client industry. Open globally to both STEP members and non-members, these prestigious awards recognise and celebrate excellence among private client solicitors, lawyers, accountants, barristers, bankers, trust managers and financial advisors.
All entries undergo a rigorous judging process with up to five finalists in each category. Judges are supported by an independent panel of experts of internationally renowned practitioners in the wealth management arena. The winners were announced at the Awards Ceremony on 14 December 2022 at the London Hilton on Park Lane.
Judges feedback
The judges said of our entry: ‘Holden & Partners were described by the judges as a socially responsible, skilled and capable team. In particular, the judges praised its focus on client outcomes, rather than profit, and its commitment to transparency and integrity.’
About STEP
STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. STEP works to improve public understanding of the issues families face in this area and promotes education and high professional standards among its members. STEP members help families plan for their futures, from drafting wills to issues surrounding international families, protection of the vulnerable, family businesses and philanthropic giving. Full STEP members, known as TEPs, are internationally recognised as experts in their field, with proven qualifications and experience.
Find out more at www.step.org