Holden & Partners LLP

Independent Financial Adviser Mitchley Avenue, Purley, Surrey, CR8 1DT
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
24th June 2019
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
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
    • Equity release
Adviser unavailable
This adviser is currently out of office and not available for contact
Recommend to a friend
Meet our advisers
Stefani Williams
Chartered Financial Planner
Accreditations
Chartered 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. They actively review my situation on an annual basis, with a concise report, recording the performance of my SIPP and making recommendations for the future. 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
Where to find us

Mitchley Avenue, Purley, Surrey, CR8 1DT

Make an enquiry
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.

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
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.

Adviser unavailable
This adviser is currently out of office and not available for contact
Recommend to a friend
Adviser unavailable
This adviser is currently out of office and not available for contact
Recommend to a friend

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