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.
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.
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.
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.
10 Paddock Walk, Warlingham, Surrey, CR6 9HW
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