Holden & Partners - Independent Financial & Investment Advice

Financial ServicesEngland, United Kingdom11-50 Employees

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.

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