Reece Biggadike

Awards & Accreditations

Reece has worked in the financial services industry for over 12 years, providing a comprehensive financial planning service to both private and corporate clients.

Reece is experienced in advising both individuals and companies on a wide range of financial matters. He specialises in bespoke financial planning, investment management, pre and post-retirement planning, estate and succession planning, including inheritance tax solutions; as well as both personal and business protection.

Essentially, he sees his approach as one of problem-solving for his clients and meeting his clients’ objectives. As a result, his clients can expect to receive the most comprehensive and appropriate advice at all times.

Outside of work

Reece lives in North London with his wife and two sons. In his spare time, he enjoys spending time with his family and friends, travelling, playing and watching football. Having completed the London Marathon, raising money for Cherry Lodge Cancer Care, a Triathlon and a Tough Mudder event, he is now considering his next sporting challenge.

Qualifications

Reece has attained the level of Chartered Financial Planner which demonstrates the highest standards of knowledge, capability and practice. He is also a STEP Affiliate, having completed the Financial Services Certificate – Trusts and Estates Planning to support his work with estate and succession planning. Reece is also a Chartered Insurance Institute accredited Later Life Advice Specialist, advising on long-term care and equity release solutions for clients.

As a Fellow of the Personal Finance Society, Reece is committed to ensuring that his industry knowledge remains relevant and current by placing a strong emphasis on his personal development.

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 Reece’s entry on the FCA Register by clicking here. You can view Reece’s SPS certificate here.

Qualifications

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FPFS – Fellow, Personal Finance Society

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Chart FP – Chartered Financial Planner

Having achieved the APFS designation, advisers can go on to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

AdvDipIP – Advanced Diploma in Financial Planning

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

AF1 – Personal Tax and Trust Planning

This examination assesses the candidate to develop in-depth financial planning skills related to personal tax and trusts.

AF3 – Pension Planning

This examination assesses the candidate to develop in-depth financial planning skills related to personal and corporate pensions.

AF5 – Financial Planning Process

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

AF7 – Pensions Transfers

The objective of this pension transfer qualification unit is to develop the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits.

This exam brings our advisers up-to-date with the fundamental aspects of the pension transfer process; the implications of transferring between different types of pensions; and develops their advice skills across a range of client circumstances and scenarios.

DipFP – Diploma in Financial Planning

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

J04 – Pension Funding Options

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

CF2 – Investment and Risk

This examination assesses a knowledge and understanding of investment products and the risks involved.

CF3- Financial Protection

This examination assesses a knowledge and understanding of financial protection plans.

CF4 – Retirement Planning

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

CF6 – Certificate in Mortgage Advice

This qualification develops an understanding of the sector and the mortgage process, enabling advisers to meet individual client needs.

CF8 – Certificate in Financial Planning and Long-Term Care Insurance

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long-term care insurance products and the giving of long-term care insurance advice.

ER1 – Equity Release

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

PFS – Later Life Advice Specialist

Later Life Advice Specialists are identified on the Personal Finance Society ‘Your Money Adviser’ register. Only those advisers that have met the eligibility requirements and have opted into the ongoing CPD commitment required of a specialism will be shown in such search results.

I have been a customer of Holden & Partners since its inception. During this time, no matter what the state of the financial climate, I have always found that their advice has been balanced and fair. They have a good understanding of everyone’s individual circumstances and produced tailored strategies to match these needs and expectations.

Duncan B, NHS consultant

I’ve always received high quality, personable advice at a time of my convenience. My adviser has often travelled to my home in order to provide very personal service. The advice given is clear and unambiguous. The risks of different types of investment have been clearly discussed to allow me to make an appropriate decision on the nature of my investment portfolio. This has been of great importance when considering the available investment options for my forthcoming retirement. I have always considered that Holden & Partners is very client centred and they have my best interests at heart. I have been with Holden & Partners since 1996 and have recommended them to friends and colleagues on many occasions.

Michael, Surgeon

Holden & Partners manage our company pension scheme with a totally professional and dedicated approach. They have worked with us over a number of years, and are able to explain the potential ‘minefield’ that is pensions, to make it perfectly accessible for the staff.

Jeremy, Print Management Partner

On retirement after 40 years of salaried employment, I interviewed several financial advisers, amongst whom Mark Dodd of Holden & Partners was the nicest and seemingly the most understanding of my investment needs and priorities. Since then my wife and I have had regular (c.6-monthly) meetings with him in order to check and, when necessary, adjust the holdings in our portfolio. This has been very helpful and provided a comforting sense of confidence and security. I have recommended Holden & Partners to others and will certainly continue to do so.

Patrick, retired university professor

It’s easy to feel powerless in the face of global trends such as climate change and environmental destruction. But I feel I regain power as a consumer and a citizen by thinking about where I spend my money and to whom I entrust my savings. I chose Holden and Partners because they were recommended to me and because of their strong track record in ethical investments. It has proven to be a wise choice. Their advisors listened carefully to my needs and created an investment strategy and portfolio that has met and indeed continues to exceed my expectations. The culture of a company also matters to me, I have found their advisors to be well informed and financially shrewd but also easy to speak to and engage with. Many of us find it difficult to trust institutions and organisations these days, but I do trust Holden and Partners to make the right decisions on my behalf.
I would have no hesitation in recommending them to others.

Patrick, Advertising and Marketing Consultant

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