Holden & Partners LLP

Independent Financial Adviser  Chantry House, Norwich, NR14 7EZ
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FCA authorised
Last authorised 17th May 2021
A chartered firm who use investment and financial planning as a tool to make a positive impact on people’s lives.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Offshore investments
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Socially responsible investments
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Traded endowment policies
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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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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection 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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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Steven Pyne B.A. Hons Dip PFS
Partner
About us

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 services

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).

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Chantry House, Run Lane, Rockland St Mary, Norwich, NR14 7EZ

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