Invest with purpose, invest with us.
At Holden & Partners, we are a Chartered firm of independent financial advisers dedicated to providing expert ethical and sustainable investment advice to individuals, families, and businesses across the UK. With a strong reputation built on our commitment to the highest standards of knowledge and professionalism, we have been serving our clients since 2003 from our Farringdon, London office.
Our Philosophy
Our philosophy is deeply rooted in three Anglo Saxon Runes, which represent wealth, abundance, and protection. We believe that wealth encompasses not just material possessions but also spirituality, health, friends, and surroundings. Our financial planners are committed to helping you maximize your wealth and advise on sustainable and ethical investment options. We are committed to preserving and harvesting the fruits of your hard work and advising on ways to invest your wealth in sustainable and ethical investments. Our expert financial planners serve as sympathetic guides, supporting you in your wealth management through ethical and sustainable investments and providing advice on income protection insurance, critical illness cover, life insurance, and business protection.
Our Services
We offer a comprehensive range of services designed to help individuals, families, and businesses achieve their financial goals. Our services include:
- Ethical and sustainable investment advice
- Wealth management advice
- Pension and retirement planning
- Financial planning for retirement
- Financial advice for divorce and separation
- Business protection and employee pensions and benefits
Who We Work With
We work with a diverse range of clients, including:
- Ethically-minded investors seeking sustainable and responsible investment options
- Individuals accumulating wealth and seeking expert financial planning advice
- Those approaching retirement and seeking to maximize their pension potential
- Retirees seeking to maintain their lifestyle and pass on wealth to loved ones or charities
- Business owners seeking to enhance employee benefits and protect their business
Our Commitment
At Holden & Partners, we are committed to providing expert, independent financial advice that aligns with your values and goals. We believe in building enduring, successful partnerships with our clients, and our commitment to the highest standards of knowledge and professionalism enables us to provide the best possible service.
Excellent Service and Expert Advice
Holden and Partners have received an overwhelmingly positive response from their clients, with many praising the excellent service and expert advice provided by the company.
Personalized Approach
Clients have appreciated the personalized approach taken by Holden and Partners, with many commentators praising the friendly and calm manner of their financial advisors. The company's ability to understand personal circumstances and respond to changes sensitively and swiftly has also been highlighted.
Ethical Investing
Many clients have been drawn to Holden and Partners due to their commitment to ethical investing, with several reviewers expressing their appreciation for the company's approach to investing in a way that aligns with their personal values.
Trust and Confidence
The reviews suggest that clients have complete trust and confidence in Holden and Partners to manage their finances, with many expressing gratitude for the peace of mind that comes with knowing that their financial affairs are in good hands.
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