Holden & Partners LLP

Independent Financial Adviser The Piano Works, 117 Farringdon Road, London, EC1R 3BX
First meeting at adviser's own cost
Response rating
10/10
FCA verified
15th October 2018
We can advise you on
    • Group pensions
    • Group protection
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Equity release
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Neil Sargeant
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

The Piano Works, 117 Farringdon Road, London, EC1R 3BX

Contact us
About us

Holden & Partners are an independent financial adviser (IFA) primarily based in London (Farringdon), the South East and East Anglia.

We provide financial planning, wealth management, and investment advice to individuals, charities, trusts, and companies. We are a firm of Chartered Financial Planners (CFP). Our aim is to protect and grow the wealth of our clients. Where possible, we encourage investment in sustainable and responsible opportunities through our ethical, sustainable, and thematic (EST) investment process. 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 individuals' values, their attitude towards risk, and their expectations of return that can we truly make a difference.

Our services

Financial Planning, Investment Management, Tax Planning, Retirement Planning, Business Protection, Ethical Investment, Environmental Investment, Alternative Investment, Sustainable Investment, Divorce Planning, Succession Planning, Tax Efficient Investment, Thematic Investment, Wealth Management

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

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