Holder & Combes Ltd

Independent Financial Adviser  77 Mount Nod Road, Streatham Hill, London, SW16 2LJ
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FCA authorised
Last authorised 20th September 2021
Chartered Financial Planner, wholly independent, specialising in pensions, options in retirement, tax efficiency and investments.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Stockbroking services
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Long term care
Meet our advisers
MR Tom Dean APFS
Chartered Financial Planner
About us

Holder & Combes - Award Winning Chartered Independent Financial Advisers

We aim to provide you with the best advice, best service and best information on pensions, investments, mortgages and protection. We offer independent, face to face financial advice to both private clients and small to medium enterprises. We are passionate about helping people organise their financial affairs to achieve the best possible outcomes, distributing their income and savings in the most efficient way so that their financial goals are met while allowing them to get on with living! We are very proud to be one of the very few financial firms in the City to have been awarded ‘Chartered Status’, putting us in the top 5% in terms of professionalism and qualifications.

Our services

Retirement Planning, Pension Consolidation, Options at Retirement, Occupational and Defined Benefit Pension Analysis, Investment Management, Tax Planning, Trusts, Inheritance Tax.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

77 Mount Nod Road, Streatham Hill, London, SW16 2LJ

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