Holden & Partners LLP

Independent Financial Adviser The Piano Works, 117 Farringdon Road, London, EC1R 3BX

First meeting at adviser's own cost

Response rating

9.5/10

10th December 2018

We can advise you on

Business
- Group pensions
- Group protection
Financial planning
- Wealth management
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Mortgages
- Equity release
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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

Meet our advisers

Neil Sargeant

Chartered Financial Planner

Qualifications & Accreditations Hide qualifications

FPFS - Fellow, Personal Finance Society (PFS)

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

AF7 - Pensions transfers (CII)

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

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.

CF3 - Financial Protection (CII)

This examination assesses a knowledge and understanding of financial protection plans.

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.

R04 - Pensions and Retirement Planning (CII)

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

J08 - Financial Planning Practice (CII)

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

J06 - Investment Principles, Markets and Environment (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

J02 - Trusts (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

AF5 - Financial Planning Process (CII)

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

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.

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.

Diploma In Financial Planning (CII)

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

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.

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.

CF6 - Certificate in Mortgage Advice (CII)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

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.

Certificate in Equity Release

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

Accreditations

Where to find us

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

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

We can advise you on

Business
- Group pensions
- Group protection
Financial planning
- Wealth management
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Mortgages
- Equity release
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£100,000

Minimum pension value

£100,000

Contact options

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