Holden & Partners LLP

Independent Financial Adviser Mitchley Avenue, Purley, Surrey, CR8 1DT

First meeting at adviser's own cost

Response rating

9.5/10

18th February 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

Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Long term care
- Long term care
Mortgages
- Equity release

Meet our advisers

Stefani Williams

Chartered Financial Planner

Qualifications & Accreditations Hide qualifications

ER1 - Equity Release (CII)

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

Diploma In Financial Planning (CII)

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

R04 - Pensions and Retirement Planning (CII)

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

CertPFS (DM) - Certificate Personal Finance Society (PFS)

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

CF5 - Integrated financial planning (CII)

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

CF4 - Retirement Planning (CII)

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

CF2 - Investment and Risk (CII)

This examination assesses a knowledge and understanding of investment products and the risks involved.

CF1 - UK financial services, regulation & ethics (CII)

This exam accesses understanding of the financial services industry including regulation and legislation.

AF3 - Pension Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

AF4 - Investment Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

AF5 - Financial Planning Process (CII)

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

Chartered Financial Planner (CII)

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

Advanced Diploma In Financial Planning (CII)

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

AF1 - Personal Tax and Trust Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

R02 - Investment Principles (CII)

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

R03 - Personal Taxation (CII)

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

J04 - Pension Funding Options (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

R05 - Financial Protection (CII)

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

R06 - Financial Planning Practice (CII)

This qualification helps advisers develop and demonstrate their financial planning capabilities.

Accreditations

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

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.

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.

We can advise you on

Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Long term care
- Long term care
Mortgages
- Equity release

Advice methods

Telephone
Online (Live chat, video, email)
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

Contact options

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