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.
Company Details
- Employees
- 30
- Founded
- 2003
- Address
- 117 Farringdon Road, London,ec1r 3bx,united Kingdom
- Phone
- +44 0 207-812-1460
- in****@****s.co.uk
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.holden-partners.co.uk
- 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, Thematic Investment, Wealth Management.
- HQ
- London
Holden & Partners - Independent Financial & Investment Advice Questions
Holden & Partners - Independent Financial & Investment Advice's helpline number is +44 0 207-812-1460
Holden & Partners - Independent Financial & Investment Advice's website is http://www.holden-partners.co.uk
Holden & Partners - Independent Financial & Investment Advice's LinkedIn profile is https://uk.linkedin.com/company/holden-&-partners
Holden & Partners - Independent Financial & Investment Advice has
30 employees.
View email and phone details for 30
employees at Holden & Partners - Independent Financial & Investment Advice.
Holden & Partners - Independent Financial & Investment Advice's industry is
Financial Services
Holden & Partners - Independent Financial & Investment Advice's top competitors are
Hottinger Group,
Canaccord Wealth,
First Wealth | Certified B Corp,
Pictet Wealth Management,
Telefónica Tech (En),
Capital Partners,
Thomson Tyndall,
Edison Wealth Management,
Partners Wealth Management,
Artemis Investment Management.
Holden & Partners - Independent Financial & Investment Advice's support email address is info@holden-partners.co.uk
Holden & Partners - Independent Financial & Investment Advice's categories are Financial Services
Holden & Partners - Independent Financial & Investment Advice's founding year is 2003
