This year at Holden & Partners, we are supporting the Save the Children UK #ChristmasJumperDay, it's nice to see a little bit of colour and sparkle in the office, all in aid of a great cause.
Holden & Partners - Independent Financial & Investment Advice
Financial Services
Award-winning B Corp and Chartered independent financial advisers specialising in ethical investment.
About us
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 investment process based on the UN's Sustainable Development Goals, embedding Environmental, Social and Governance (ESG) principles. We believe 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 individual's values, their attitude towards risk, and their expectations of return that we can truly make a difference.
- Website
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http://www.holden-partners.co.uk
External link for Holden & Partners - Independent Financial & Investment Advice
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- London
- Type
- Partnership
- Founded
- 2003
- Specialties
- Financial Planning, Investment Management, Tax Planning, Retirement Planning, Business Protection, Ethical Investment, Environmental Investment, Alternative Investment, Sustainable Investment, Divorce Planning, Succession Planning, Tax Efficient Investment, Thematic Investment, and Wealth Management
Locations
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Primary
Get directions
117 Farringdon Road
London, EC1R 3BX, GB
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Get directions
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Get directions
1 Grand Avenue
Brighton, East Sussex BN3 2LA, GB
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Get directions
Quenby House
The Street
Selmeston, East Sussex BN26 6TY, GB
Employees at Holden & Partners - Independent Financial & Investment Advice
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Andrew Johnston
Partner, Certified Financial Planner, Pension Specialist
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Mark Dodd
Chartered Financial Planner | STEP Affiliate | Succession Planning | Pensions & Divorce | Sustainable Investment Solutions | B Corp Accredited
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Neil Sargeant
Chartered Financial Planner at Holden & Partners - Independent Financial Advice & Sustainable Investment Management
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Stefani Williams
Partner - Chartered Financial Planner at Holden & Partners - Independent Financial & Investment Advice - STEP Affiliate
Updates
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Two months today will be Inauguration Day in the US when Trump becomes President for the second time; what impact could his presidency have? Read our latest article for our thoughts on what comes next... #financialadviser #wealthmanagement
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Have you got questions about how yesterday's budget impacts you? After all the headlines and weeks of speculation, what does it all mean? Check out our summary and get in touch with us if you would like to know more. https://lnkd.in/ej22wJs2
Autumn Budget 2024 – your summary
https://www.holden-partners.co.uk
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Spotlight on Trusts: Trusts are an invaluable tool in wealth management, but with them come significant responsibilities for trustees. In our latest article, James Mabey, Partner at Winckworth Sherwood LLP, dives into the essential duties of trustees, trust registration, and the complexities of trustee taxation. Whether you're managing a family trust, involved in estate planning, or considering setting one up, this is a must-read. #financialplanning #estateplanning #wealthmanagement
Trusts explained: understanding key responsibilities and obligations for trustees
Holden & Partners - Independent Financial & Investment Advice on LinkedIn
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At Holden & Partners we held a 'Battle of the Bites' last week, where team members served up an amazing array of savoury and sweet dishes to be enjoyed by the whole team who got to vote on their favourites. We raised money for Richard House Children's Hospice and crowned Tim Cosway and Aram Kupelian as our Masterchefs for their winning dishes. #financialadvice #londonfinancialadviser #wealthmanagement
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Holden & Partners' Investment Director Paul S.D.J. D. has put together his round the world analysis on key trends and events that shaped the financial markets in Q3 2024. Read it here... #financialadvice #investment #wealthmanagement
Q3 Global Market Insights from the Holden & Partners Investment Team
Holden & Partners - Independent Financial & Investment Advice on LinkedIn
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The October Budget has been making headlines weeks before the actual event. Here is our take on some of the questions our clients are asking us right now. #financialadvice #wealthmanagement #sustainableinvestment https://lnkd.in/exHnKuVu
Steady hands, not knee-jerk reactions; navigating the October Budget
https://www.holden-partners.co.uk
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🎉 Congratulations Bruce Davies a great endorsement of your hard work. If you would like to talk about your financial future, get in touch with Bruce today. VouchedFor #financialadvice #wealthmanagement
Very pleased to start the week receiving VouchedFor's Certificate of Excellence. A huge thanks to the trust and positive feedback received from my fantastic clients – I'm looking forward to continue working together!
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📣 We're hiring... Are you an experienced financial advice administrator looking for your next challenge? We're looking for an enthusiastic and knowledgeable administrator to join our adviser support team. https://lnkd.in/gPHJbT-w
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🌍 What can we personally do to reduce emissions? A big question. This latest series from Information is Beautiful visualising how we get to Net Zero is really compelling. Looking at the list of actions we can take ourselves we would add ‘invest sustainably’. The impact can be hard to quantify, but checking what your pension is invested in and making sustainability your focus would likely be near the top in terms of making a climate difference. #financialadvice #sustainableinvestment
What’s actually worth doing to make a climate difference, according to data? https://lnkd.in/dDh68f_T
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