Background of Holden & Partners
Holden and Partners was formed in 2003 by five partners who had previously worked together for a number of years and who have a collective wealth of experience.
We have chartered status which is awarded by the Chartered Institute of Insurance.
We provide advice for clients with investment assets upwards of £200K and look after many clients with assets in excess of £5 million. Our advice encompasses tax planning opportunities, pension arrangements, alternative investments and property as well as the more typical ISA and collective investment portfolios.
Many of our clients choose to invest with ethical, environmental and climate change themes, an area where we have developed a particular specialism. We allocate 10% of our investment portfolios into sustainable investments.
If you need images of our partners they can be found on our people page but let us know if you need a higher resolution version.