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. Our independent financial advisers are specialists in ethical and sustainable investing and can help you manage your wealth through environmental, social and governance (ESG) investments that match your strongly-held principles.
At Holden & Partners we help clients who are accumulating wealth as their careers progress, or as they inherit assets. Our Chartered Financial Planners advise on wealth management and how you can use sustainable and ethical investments to grow your wealth.
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. Our independent financial advisers are specialists in ethical and sustainable investing and can help you manage your wealth through environmental, social and governance (ESG) investments that match your strongly-held principles.
At Holden & Partners we help clients who are accumulating wealth as their careers progress, or as they inherit assets. Our Chartered Financial Planners advise on wealth management and how you can use sustainable and ethical investments to grow your wealth.
Services
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.
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.
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 financial planners are not limited to advising on specific financial and investment products.
They will focus on understanding your wealth management goals and then advise on how best to achieve them, highlighting the benefits of ethical, sustainable and environmental, social and governance (ESG) investments.
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 financial planners are not limited to advising on specific financial and investment products.
They will focus on understanding your wealth management goals and then advise on how best to achieve them, highlighting the benefits of ethical, sustainable and environmental, social and governance (ESG) investments.
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.
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.
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.
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.
As, financial planners and investment managers, we continually strive to deliver the highest standard of service and to encourage sustainable and ethical investment options.
It's always a pleasure to see our efforts recognised by the financial services industry.
Here are details of awards and accreditations that we have achieved in recent years.
The judges were looking for those individuals and teams that proved themselves to be not just excellent paraplanners but to have a passion for paraplanning over and above the need of the role; those able to be spokespeople for paraplanning.
It's always a pleasure to see our efforts recognised by the financial services industry.
Here are details of awards and accreditations that we have achieved in recent years.
The judges were looking for those individuals and teams that proved themselves to be not just excellent paraplanners but to have a passion for paraplanning over and above the need of the role; those able to be spokespeople for paraplanning.
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