Business Details
23 Years
experience
Your Trusted Partner for Financial Planning Solutions
Holden & Partners is a Chartered firm of independent financial advisers established in 2003, based in Farringdon, London. We serve clients across the UK with expertise in both ethical and conventional investment strategies. Our in-house team of investment managers collaborates with advisers to build tailored portfolios that align with client needs. As a Chartered firm through the Chartered Institute of Insurance, we uphold the highest standards of knowledge and professionalism, fostering enduring client partnerships. We were among the first B Corp accredited financial advice firms in the UK, reflecting our commitment to benefiting people and the planet.Recognized as a VouchedFor Top-Rated Adviser for 2025, our approach integrates sustainability, tax efficiency, and long-term financial security. Our services span wealth management, pension planning, tax relief strategies, and business financial planning, supported by a team affiliated with the Society of Tax and Estate Practitioners. We prioritize client-centric solutions, combining technical expertise with a dedication to acting in clients' best interests.
Services
Financial Planning
Tax Planning
Investment Management
Pension Planning
Business Financial Planning
Sustainable Investing
Wealth Management
Retirement Planning
Charity Investment Advice
Employee Benefits
Details
- Year established: 2003
Highlights and features
- We hold Chartered status, reflecting our commitment to industry excellence.
- We are a certified B Corp, prioritizing social and environmental responsibility.
- Our team includes STEP affiliates, specializing in complex tax and estate planning.
- We offer personalized financial strategies aligned with client values and goals.
- We integrate sustainable investment principles with proven financial expertise.
Associations and certifications
- Chartered Institute of Insurance
- B Corp
- VouchedFor
- Society of Tax and Estate Practitioners (STEP)
What people say
Expert advice
Client-focused approach
Sustainable investment options
Proven results
Professional team
Services
Financial Planning
Our financial planning services help clients build, protect, and grow wealth through personalized strategies. We assess individual goals, risk tolerance, and long-term objectives to create comprehensive plans. By integrating cash flow management, tax efficiency, and investment strategies, we ensure financial stability and adaptability to life changes.
Tax Planning
We specialize in minimizing tax liabilities through strategic inheritance tax, capital gains tax, and income tax planning. Our advisers leverage UK tax reliefs and allowances to optimize financial outcomes. Services include trust structuring, tax-efficient investments, and compliance with evolving regulations, ensuring both immediate savings and long-term fiscal security.
Investment Management
Our investment management services offer tailored portfolios combining traditional and sustainable options. We focus on risk-adjusted returns, regular portfolio reviews, and alignment with client values. Expertise includes ESG investing, alternative assets, and discretionary management, ensuring strategies adapt to market conditions and evolving client needs.
Pension Planning
We provide comprehensive pension planning to secure retirement income through tax-efficient contributions and investment strategies. Services cover workplace pensions, self-invested personal pensions (SIPPs), and retirement income drawdowns. Our advisers help clients navigate complex rules while maximizing savings and ensuring financial stability in retirement.
Business Financial Planning
Our corporate financial planning supports business owners in aligning company and personal financial goals. We advise on employee benefits, tax-efficient remuneration, business protection, and succession planning. Services include key person insurance, shareholder agreements, and strategic pension integration to enhance business resilience and long-term growth.
Questions
What services does Holden & Partners offer?
We provide financial planning, tax optimization, investment management, pension advice, and corporate financial strategies tailored to individual and business needs.
Are you regulated by financial authorities?
Yes, we are authorized and regulated by the Financial Conduct Authority (FCA) under reference 446291.
Do you specialize in sustainable investing?
Yes, we integrate environmental, social, and governance (ESG) principles into our investment strategies for ethical and long-term growth.
How do you charge for your services?
We provide transparent pricing with fixed quotes after assessing your needs, ensuring no hidden fees or surprises.
Can you help with business financial planning?
Yes, we assist businesses with employee benefits, tax efficiency, business protection, and succession planning to align corporate and personal financial goals.
What accreditations do you hold?
We are Chartered by the Chartered Institute of Insurance, B Corp certified, and affiliated with the Society of Tax and Estate Practitioners.
Reviews (4)
Michael Rubens
Aug 05, 2020
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We have consulted Holden and Partners for ten years. Having been in financial disarray because of poor advice from our previous financial advisor, we have Tim Cosway to thank for digging us out of a deep financial hole. As a result of his painstaking tenacity pursuing a claim against our former financial advisor through the Financial Ombudsman Service, which resulted in substantial compensation, we can anticipate a comfortable retirement. We continue to take Tim's advice on all of our financial matters. He is a pleasure to deal with and we wholeheartedly recommend Holden and Partners, and Tim in particular.
Howard Cartlidge
Jul 09, 2020
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My wife and I really value the advice and support we've received over many years. Our key contact is Tim Cosway, whose friendly and calm manner is a real plus. He also involves team members who are equally committed. We particularly value that their approach is that no question is stupid - we always receive a clear and helpful explanation. We have full confidence in the team's management of our finances and definitely recommend them.
Dave Plummer
Jun 06, 2020
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My partner and I have been clients of Holden & Partners for over twelve years and with a previous Peter Holden company before that. We chose them because they support our strong ethical stance and advise us on how to invest for the good of society whilst preserving and growing our savings. We always deal with the same adviser who we meet once a year for an annual review and communicate with regularly by email and occasionally telephone. Their service is excellent and we have always found the team to be approachable and friendly. We trust the advice we are given and our investments have performed broadly as we had hoped.
Paul Kennedy
Feb 17, 2020
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Holden & Partners have managed my financial affairs for over 15 years, and have delivered a terrific service. When I started with them I had 3 different pensions but no active one. Within a few months everything had been consolidated into a new SIPP which has already surpassed the investment target we set all those years ago. I have absolutely no hesitation in recommending Holden & Partners to anyone who needs tailored and effective financial advice.
