Holden & Partners LLP

Independent Financial Adviser 4th Floor, The Piano Factory, 117 Farringdon Road, London, EC1R 3BX
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
18th February 2019
An independent, Chartered firm, delivering financial planning to families building their wealth, people approaching, or in retirement, and ethically-minded investors.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Unit trusts
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Group risk
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
Meet our advisers
Stefani Williams
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Reece Biggadike APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Neil Sargeant APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Andy Macguire
Financial Planner
Accreditations
Chartered Financial Planner
Steven Pyne
Financial Planner & Managing Partner
Accreditations
Chartered Financial Planner
Timothy Cosway
Financial Planner & Partner
Accreditations
Chartered Financial Planner Certified Financial Planner
Mark Pate
Financial Planner & Partner
Mark Dodd
Financial Planner & Partner
Accreditations
Chartered Financial Planner Later Life Accredited Adviser Certified Financial Planner
Andrew Johnston
Financial Planner & Partner
Accreditations
Certified Financial Planner
What our clients say
Holden & Partners have actively managed a SIPP on my behalf, for several years and have always provided an efficient yet personal service. When initially speaking with them, I really appreciated the time and effort they took to fully understand my needs, which has resulted in a tailored plan, that precisely meets my requirements. I'm impressed by their presentations which are clear and easy to understand. They are always available to respond in a timely and friendly manner and all members of staff appear more than happy to help. As a result of the excellent service received, I have recommended Holden & Partners to a number of my friends.
E Rogers, UK
I’ve always received high quality, personable advice at a time of my convenience. The advice given is clear and unambiguous. The risks of different types of investment have been clearly discussed to allow me to make an appropriate decision on the nature of my investment portfolio. This has been of great importance when considering the available investment options for my forthcoming retirement. I have always considered that Holden & Partners is very client-centred and they have my best interests at heart. I have been with Holden & Partners since 1996 and have recommended them to friends and colleagues on many occasions.
M Wilkinson, UK
I have been a client of this organisation for many years, and the level of service I receive is of the highest standard. Holden and Partners is rooted in service, everything flows from it and is nourished by it. My family and I are living in complete peace in the knowledge that we have had a total commitment to excellence.
H Jude, UK
Where to find us

4th Floor, The Piano Factory, 117 Farringdon Road, London, EC1R 3BX

Contact us
About us

Formed in 2003, we are a Chartered firm of independent financial advisers based in Farringdon, serving clients across London and the South East.

Chartered is the ‘gold standard’ for financial planning firms. It is this commitment to the highest standards of knowledge, behaviour and professionalism, which enables us to build enduring partnerships with our clients.

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

* Individuals and family groups

We 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.

* People approaching, or in retirement

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

For people in retirement, we can 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

Our specialist ethical, sustainable and thematic investment managers can help people who want to invest their wealth in this way.

Our services

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

1. We’re Chartered
This accreditation demonstrates our commitment to the highest standards of knowledge, behaviour and professionalism.

2. We’re independent
Our financial planners are not limited to advising on certain financial and investment products, so they can focus on understanding you, your life goals and how your finances can help you to achieve them.

3. We’re ethically-minded
With specialists in ethical, sustainable and thematic investment, we can meet the needs of people who want to invest their wealth in this way.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

Holden & Partners is a trading name of Peter R T Holden and Partners LLP and is authorised and regulated by the Financial Conduct Authority (446291), but not all of the products and services mentioned here may be so regulated.

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