Martin Holden

Martin Holden Email and Phone Number

Retired Chartered Financial Planner @ Not Applicable
new york, united states
Martin Holden's Location
United Kingdom, United Kingdom
Martin Holden's Contact Details

Martin Holden personal email

n/a
About Martin Holden

I specialise in providing confidential fee based advice to business owners and company directors. For business owners, the initial focus is on financial planning; both ahead of, and after, the sale of/retirement from the business. Once this transition has been completed, the focus turns to the long term management of wealth within the framework of a Lifetime Financial Plan, which is reviewed and updated on an ongoing basis.I work closely with the specialist corporate finance, tax and legal advisers to the business owners.For company directors and executives, our specialist advice is often facilitated by the HR/Reward function, in recognition of the fact that successful senior executives welcome access to a reputable source of confidential high quality advice covering a range of issues. Fees can either be paid directly by executives or by their employer.

Martin Holden's Current Company Details
Not Applicable

Not Applicable

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Retired Chartered Financial Planner
new york, united states
Employees:
842
Martin Holden Work Experience Details
  • Not Applicable
    Retired
    Not Applicable Jan 2024 - Present
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  • Tilney Group
    Partner
    Tilney Group Jul 2005 - Present
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  • Evelyn Partners
    Partner
    Evelyn Partners Jul 2005 - Jan 2024
    Bracknell
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  • Lazard Asset Management
    Director Lazard Unit Trust Managers
    Lazard Asset Management Sep 1997 - Jun 2003
    London, United Kingdom
    Marketing Director of UK fund business
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  • Newton Investment Management
    Head Of Marketing
    Newton Investment Management Sep 1990 - Jun 1997
    London, United Kingdom
    I joined Capital House the investment arm of the Royal Bank of Scotland in 1990, which was subsequently taken over by Newton in 1995. Ultimately, I ran the marketing and sales support functions for the UK funds business. During this period I also initiated and implemented a complete corporate re-brand of the company, including the introduction of a new corporate logo, which is still in use today.
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  • Royal Trust
    Marketing Manager
    Royal Trust Jan 1988 - Aug 1990
    London
  • Commercial Union
    Graduate Trainee Then Marketing Executive
    Commercial Union Sep 1984 - Jan 1988
    London

Martin Holden Skills

Retirement Planning Investments Financial Services Estate Planning Financial Advisory Strategic Financial Planning High Net Worth Individuals Management Finance Wealth Wealth Management Inheritance Tax Planning Pensions Retirement Investment Advisory Investment Management Wealth Management Services Portfolio Management Asset Allocation Investment Strategies Financial Planning Pension Funds

Martin Holden Education Details

Frequently Asked Questions about Martin Holden

What company does Martin Holden work for?

Martin Holden works for Not Applicable

What is Martin Holden's role at the current company?

Martin Holden's current role is Retired Chartered Financial Planner.

What is Martin Holden's email address?

Martin Holden's email address is ma****@****y.co.uk

What schools did Martin Holden attend?

Martin Holden attended Bradford University School Of Management, St Francis School, Aldridge, West Midlands.

What skills is Martin Holden known for?

Martin Holden has skills like Retirement Planning, Investments, Financial Services, Estate Planning, Financial Advisory, Strategic Financial Planning, High Net Worth Individuals, Management, Finance, Wealth, Wealth Management, Inheritance Tax Planning.

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