Holden & Partners LLP

Independent Financial Adviser Thurlow Park Road, London, SE21 8JL
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
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
    • Corporate pension
    • Employee benefits
    • Group life insurance
    • Group pensions
    • Group protection
    • Group risk
    • Wealth management
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Travel
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Unit trusts
    • 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
    • Equity release
Meet our advisers
Andy Macguire
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

Thurlow Park Road, London, SE21 8JL

Contact us
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.

* 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.

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