Holden & Partners - Independent Financial & Investment Advice

Financial Services - London, ENG, UK

Holden & Partners - Independent Financial & Investment Advice Employees
Joe Wigens

Compliance Manager

Contact Joe Wigens

Neil Sargeant

Chartered Financial Planner

Contact Neil Sargeant

Steven Graves

Director Of Operations

Contact Steven Graves

Mark Dodd

Partner, FPFS, Chartered MCSI, Certified & Chartered Financial Planner, STEP Affiliate

Contact Mark Dodd

Andrew Johnston

Partner, CFP Chartered MCSI Pension Specialist

Contact Andrew Johnston

Tom Hartley

Associate Paraplanner

Contact Tom Hartley

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Holden & Partners - Independent Financial & Investment Advice Details

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.

Holden & Partners - Independent Financial & Investment Advice logo, Holden & Partners - Independent Financial & Investment Advice contact details
Employees: 20 - 49
HQ:
Location: London, ENG, UK
Revenue: 2.5 - 5 Million
Financial Planning Investment Management Tax Planning Pensions Business Protection Ethical investment Environmental investment Green invesment Alternative investment Company benefits School fees planning Sustainable Investment Retirement Planning Ethical Investment Environmental Investment Alternative Investment Divorce Planning Succession Planning Tax Efficient Investment Thematic Investment Wealth Management
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