Finance advisers for personal wealth management, retirement planning and business protection. Our in-house team of investment managers has an established reputation for their ethical and sustainable approach to investment advice. We have pioneered this gentle path ever since our inception. Chartered is the gold standard for financial planning firms.

It is this commitment to the highest standards of knowledge and professionalism which enables us to build enduring, successful partnerships with our clients and advise on ethical and sustainable investments.

Twitter profile

Update Share

About us

Report

Holden & Partners is a Chartered firm of independent financial advisers based in Farringdon, London. Formed in 2003, we are one of a few independent financial advisers to have achieved Chartered status and to advise on ethical investments in the UK. The firm also has a number of financial advisers who are affiliates of the Society of Tax and Estate Practitioners, allowing us to represent both individuals and professionals in the most challenging areas of financial advice, wealth management, investment advice, tax and estate planning.

Why choose us

Report

There are many financial planners, financial advisers, investment managers, retirement planners and wealth advisers to choose from. So why choose Holden & Partners? This gold standard accreditation demonstrates our commitment to the highest standards of knowledge, behaviour and professionalism within the financial planning industry.

Our philosophy

Report

As independent financial advisers and Chartered Financial Planners we truly are specialists in the investment and wealth management advice that we give. We are committed to our philosophy which draws on inspiration from three Anglo Saxon Runes. These runes stand for: wealth, abundance and protection, and these have inspired our unique sustainable investment approach to financial advice and planning. In ancient times, 'wealth' encompassed spirituality, health, friends and surroundings, not just material possessions.

Our people

Report

The Holden & Partners team is committed to client relationships, first in class service and our ethical and sustainable investment advice. Together we put our clients first and seek to make a positive impact on the environment and society in all that we do whether that be in business protection, retirement and pension planning, wealth management or environmental, social and governance (ESG) investment advice. Our newsletter includes thought-provoking articles as well as useful hints and tips on how to better manage your finances.

Be the first to review Holden & Partners.

Write a Review