Holden & Partners

Independent Financial Adviser  4 Maiden Place, London, NW5 1HZ
First meeting at adviser's own cost
An independent, Chartered Financial Planner providing advice to families building their wealth, people approaching, or in retirement, and ethically-minded investors.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Employee benefits
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Group Pension/Stakeholder
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Group income protection
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Group life insurance
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 10th May 2021
Meet our advisers
MR Mark Dodd FPFS, CFP, Chartered Financial Planner, STEP Affiliate
Financial Planner & Partner

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This exam accesses understanding of the financial services industry including regulation and legislation.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This examination assesses an understanding of group risks, including the operations of such schemes and their features and taxation.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

Accreditations
Certified Financial Planner Chartered Financial Planner Later Life Accredited Adviser
About us

Formed in 2003, Holden & Partners is a Chartered firm of independent financial advisers based in Farringdon, serving clients across London and the South East.

I provide financial planning advice and investment advice to the following types of clients:

* Individuals and family groups
I help people from all walks of life to plan and achieve their financial goals. Some have successful careers, some have inherited, and many want guidance on how to invest their wealth in a way that’s ethical and sustainable.

I am an affiliate member of the Society of Trust and Estate Practitioners, which means that I can advise both individuals and professionals in this most challenging area.

* People approaching, or in retirement

For those people approaching retirement, I help them put together a plan which will enable them to have the lifestyle they want when they retire.

For people in retirement, I help ensure that their finances continue to give them the lifestyle they want, as well as the ability to pass on wealth to their loved ones.

* Ethically-minded investors

I have a specialist interest in ethical, sustainable and thematic investments and can help people who want to invest their wealth in this way.

Our services

I advise on all areas of financial planning and investing, but what clients value the most is that I am:

1. A Chartered Financial Planner
This accreditation demonstrates commitment to the highest standards of knowledge, behaviour and professionalism.

2. Independent
I’m not limited to advising on certain financial and investment products, so I can focus on understanding you, your life goals and how your finances can help you to achieve them.

3. Ethically-minded
With in-house specialists in ethical, sustainable and thematic investment, I can meet the needs of people who want to invest their wealth in this way.

Where to find us
Head office address: 4 Maiden Place, London, London, NW5 1HZ
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 10th May 2021

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