Dom is a Chartered Financial Planner. He has worked in the financial services industry since 2015, after graduating with a first-class degree in Business Management from the University of East Anglia.

Dom provides financial advice to individuals and families. By taking the time to truly understand his clients’ financial objectives, Dom provides a personal, bespoke service aimed at achieving their financial goals. Dom prides himself in his ability to build close relationships with his clients, which in turn empowers them to make confident decisions about their futures.

Dom is passionate about supporting the next generation, through educating them to better understand financial planning and how best to structure their finances.

Outside of work

Outside of work, Dom’s free time is dominated by rugby, golf, football and as much travelling as possible with his wife. Dom has also recently become a Guinness world record holder with 3 of his colleagues at Holden & Partners raising over £2,500 for Age UK.

Qualifications

Dom is a Chartered Financial Planner and holds the CII Advanced Diploma in Financial Planning. Dom also holds the Investment Management Certificate.

Importantly

All financial advisers in the UK must be registered on the Financial Conduct Authority (FCA) register and hold a valid Statement of Professional Standing (SPS). In an age where financial scams pose a real threat, it’s important to make sure you don’t take financial advice from anyone who doesn’t appear on the FCA Register or hold a valid SPS.

You can view Holden & Partners entry on the FCA Register by clicking here.

Qualifications

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IMC – Certificate in Investment Management

The IMC is the benchmark entry-level qualification into the UK investment profession. It delivers the threshold competency knowledge required by investment professionals involved in portfolio management, research analysis, and other front office investment activities.

Contact us

Whether it’s a question about your personal finances or how you can invest your wealth more ethically, we are here to help. Call us on 020 7812 1460, email info@holden-partners.co.uk or complete the form: