We are passionate about helping people organise their financial affairs to achieve the best possible outcomes, distributing their income and savings in the most efficient way so that their financial goals are met while allowing them to get on with living!
We are very proud to be one of the very few financial firms in the City to have been awarded ‘Chartered Status’, putting us in the top few percent in terms of professionalism and qualifications.
Based in the city, our mission is to help our clients make more of their financial planning, by providing first rate advice in the areas of investments, pensions, wealth management, mortgage finance, insurance, protection, tax and currency.
We firmly believe in empowering our clients so that they not only understand and are comfortable with the plans we set up, but really engage and interact with the planning process to get as much out of our service as possible. We always do everything we can to ensure our advice is straightforward and exceeds expectations.
Our clients see us as the fist port of call whenever they have a money related question or query. If we are unable to advise directly, then we have an established network of professionals in accountancy and law whom we are able to bring in to complement our proposition.
The client-centric team at Holder & Combes now consists of 15 members who are all committed and driven to exceeding client expectations.
Company Details
- Employees
- 18
- Founded
- -
- Address
- 20 Little Britain, St. Pauls,england Ec1a 7dh,united Kingdom
- Phone
- +44 207 101 2817
- in****@****s.co.uk
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- holderandcombes.co.uk
- Keywords
- Investment, Retirement Planning, Tax Planning, Mortgages & Insurance, Estate Planning & Trusts.
- HQ
- St. Pauls, England
Holder & Combes Questions
Holder & Combes's helpline number is +44 207 101 2817
Holder & Combes's website is holderandcombes.co.uk
Holder & Combes's LinkedIn profile is https://uk.linkedin.com/company/holder-&-combes
Holder & Combes has
18 employees.
View email and phone details for 18
employees at Holder & Combes.
Holder & Combes's industry is
Financial Services
Holder & Combes's top competitors are
Thurlowe Clarke Limited,
Oakham Wealth Management Ltd,
Holder & Combes Accounting,
Rok Planning,
Montagu Coachworks Ltd,
Ranmore Fund Management Ltd,
Mercer,
Finura,
Westminster Wealth Management,
Rowanbank Financial Consultants.
Holder & Combes's support email address is info@holderandcombes.co.uk
Holder & Combes's categories are Financial Services
Holder & Combes's founding year is 2008
