What Holden & Partners Is All About
Holden & Partners is an independent financial advisory firm based in Farringdon, London, serving clients across the UK since 2003. They specialize in both ethical and conventional investment strategies, offering a broad range of financial planning and investment management services. As a Chartered firm through the Chartered Institute of Insurance, they uphold the highest standards of professionalism and knowledge. Plus, they were among the first UK financial advice firms to earn B Corp accreditation, highlighting their commitment to benefiting both people and the planet.
The Main Benefits of Choosing Holden & Partners
Here’s a quick snapshot of what makes Holden & Partners stand out:
- B Corp score of 108.7, reflecting strong social and environmental performance
- Chartered status, the gold standard for financial planning firms
- Comprehensive services including financial planning, investment management, and ESG (Environmental, Social, and Governance) investment advice
- In-house team of investment managers working closely with advisers to tailor portfolios
- Focus on both conventional and sustainable investment portfolios
- Client base spanning families, charities, business owners, and professional connections
Wide Range of Financial Services Offered
Holden & Partners covers a huge spectrum of financial needs. Whether it’s building a financial plan, cash flow planning, or protecting your finances, they’ve got it covered. Retirement planning and pension advice? Check. Tax planning, including income tax relief, capital gains tax, and inheritance tax advice? Absolutely. They also provide specialized services like corporate financial planning, employee benefits consultancy, and business protection. It’s a full-service approach that adapts to whatever stage of life or business you’re in.
Who They Help – Tailored Advice for Every Client
The firm’s expertise isn’t one-size-fits-all. They work with families and individuals, charities and trustees, business owners, entrepreneurs, and professional connections. Each group receives advice tailored to their unique financial situations and goals. This personalized approach ensures that whether you’re planning for your family’s future or managing a charity’s investments, the guidance fits your needs perfectly.
How Holden & Partners Work With Clients
Clients become part of a process that’s transparent and client-focused. From the initial consultation to becoming a client, the firm lays out clear steps and fees upfront. Real-life case studies showcase how they’ve helped others achieve financial success. This openness builds trust and long-term partnerships, making the financial journey less daunting and more collaborative.
Project Impact: Sustainable Development Goals (SDGs) Linked to Holden & Partners
- SDG 8: Decent Work and Economic Growth – promoting sustainable economic growth through ethical investment
- SDG 12: Responsible Consumption and Production – encouraging sustainable investment management
- SDG 13: Climate Action – supporting portfolios that consider environmental impact
- SDG 17: Partnerships for the Goals – fostering collaboration between clients and advisers for sustainable outcomes
Knowledge and Resources at Your Fingertips
Holden & Partners also offers a rich Knowledge Hub filled with news, guides, FAQs, and press coverage. This resource helps clients stay informed and make smarter financial decisions. Whether you’re curious about the latest market trends or need answers to common financial questions, the Knowledge Hub is a handy tool that complements their advisory services perfectly.
