Holden & Partners - Independent Financial & Investment Advice

Holden & Partners - Independent Financial & Investment Advice

Financial Services London, City of, United Kingdom 30 employees
Employees
30
Contacts
2
Emails
2
www.holden-partners.co.uk LinkedIn

Holden & Partners - Independent Financial & Investment Advice Overview

Headquarters
London, City of, United Kingdom
Phone Number
Available in AeroLeads
Website
www.holden-partners.co.uk
Industry
Financial Services
Employees
30
Founded
2003
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords
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

About Holden & Partners - Independent Financial & Investment Advice

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.

Holden & Partners - Independent Financial & Investment Advice Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage

Holden & Partners - Independent Financial & Investment Advice Org Chart

Sample employees and titles
Name Title Contact
Andrew Johnston Partner, Certified Financial Planner
View
Mark Dodd Fpfs Cfp Chartered Financial Planner - Step
Email
Neil Sargeant Chartered Financial Planner at Holden
Email
Stefani Williams Partner - Chartered Financial Planner
View

Employees by Management Level

Individual contributor 7 profiles
Director 3 profiles
Manager 3 profiles
Associate / junior 2 profiles
Executive 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 3 3 1
Executive 3 3 0
General 2 2 1

Holden & Partners - Independent Financial & Investment Advice Tech Stack

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