Stefani Rogers
Chartered Financial Planner at Holden & Partners - Independent Financial & Investment Advice - London, ENG, UK
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London, England, United Kingdom
Holden & Partners - Independent Financial & Investment Advice
Stefani Rogers's Company Details
Holden & Partners - Independent Financial & Investment Advice
London, ENG, UK • 20 - 49 EmployeesFinancial Services
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.