Holden & Partners are award winning chartered financial planners and investment managers based in London, the South East and East Anglia. We enjoy long term relationships with our clients and it is this measured approach which has seen our firm flourish over the last ten years. We provide financial planning and investment advice to individuals, charities, trusts and companies. We have considerable specialist knowledge in responsible and environmental investment advice on which we draw for those clients who have an interest in this area.
Our mission, always, is to protect and grow the wealth of our clients and where appropriate to consider investment in sustainable opportunities. We have been pioneering this gentle approach since 2003. We know every client has different requirements, and it is only by understanding and respecting each client’s individual attitudes towards risk and their expectations of return that can we truly help them to make a difference (to them, their families and in some cases the environment).
Chantry House, Run Lane, Rockland St Mary, Norwich, NR14 7EZ
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