Holden & Partners LLP

Independent Financial Adviser Mitchley Avenue, Purley, Surrey, CR8 1DT
First meeting at adviser's own cost
Response rating
10/10
FCA verified
3rd December 2018
Experienced providers of structural financial planning and bespoke investment management solutions.
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
Meet our advisers
Stefani Williams
Chartered Financial Adviser
Accreditations
Chartered Financial Planner
Where to find us

Mitchley Avenue, Purley, Surrey, CR8 1DT

Contact us
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 aim is to protect and grow the wealth of our clients. Where possible, we encourage investment in sustainable and responsible investment opportunities. We hope this approach will have a positive impact on wider society and the planet as a whole.

We know every client has different requirements. It is only by understanding each individual’s values, their attitude towards risk and their expectations of return that can we truly make a difference.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000

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