We are pleased to announce that Simon Grimmond has joined us as Compliance Director.

Simon has over 20 years’ experience in Financial Services and joins Holden & Partners from Partners Wealth Management where he held various roles spanning his 16-years there, most recently serving as Compliance Director on the management team since 2014.

In his role at Holden & Partners he will lead our compliance function as part of the leadership team, overseeing all regulatory aspects of the business and supporting us as we build successful long-term client relationships as part of our growth plan.

Simon says ‘I am excited to join Holden & Partners because they are trailblazers when it comes to their ethical and sustainable approach and are one of very few financial adviser firms to be accredited as a B Corporation. From early discussions with Partners, their strong beliefs in this approach and culture stood out and I look forward to being part of the team.’

Managing Partner Steven Pyne says, ‘we are pleased to welcome Simon to Holden & Partners as his knowledge and expertise will strengthen our team as we seek to develop our business in 2022 and beyond.’

When he’s not at work, you will find Simon going on long walks and spending time with his wife and daughter. Travelling to new places once restrictions are eased is also high on his priority list.

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: