Holden & Partners - Independent Financial & Investment Advice logo

Holden & Partners - Independent Financial & Investment Advice Employee Directory

Financial ServicesEngland, United Kingdom11-50 Employees

Holden & Partners is an independent financial adviser in the financial services sector, with a primary presence in London and activity across the South East and East Anglia. It provides financial planning, wealth management, and investment guidance to individuals, charities, trusts, and companies, and holds Chartered Financial Planner status. The firm emphasizes protecting and growing client wealth through an investment approach that incorporates sustainable and responsible opportunities aligned with the UN Sustainable Development Goals and ESG principles.

The firm distinguishes itself by tailoring advice to each client’s values, risk tolerance, and expected returns. Based in London, England, Holden & Partners serves a local market while operating within the broader UK financial services landscape.

Find Holden & Partners - Independent Financial & Investment Advice employees' phone numbers or email addresses

Holden & Partners - Independent Financial & Investment Advice Global Highlights

Location
Employees

Europe
47

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  • United Kingdom Of Great Britain And Northern Ireland
    46
  • Netherlands
    1

North America
5

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  • United States Of America
    3
  • Canada
    2

Holden & Partners - Independent Financial & Investment Advice's Leadership

  • Ceo at Holden & Partners - Independent Financial & Investment Advice
    R. H.
    Ceo
  • Owner at Holden & Partners - Independent Financial & Investment Advice
    S. P.
    Owner
  • Partner, Retired Financial Adviser at Holden & Partners - Independent Financial & Investment Advice
    M. D.
    Partner, Retired Financial Adviser
  • Partner, Cfp Chartered Mcsi Pension Specialist at Holden & Partners - Independent Financial & Investment Advice
    A. J.
    Partner, Cfp Chartered Mcsi Pension Specialist
  • Owner at Holden & Partners - Independent Financial & Investment Advice
    T. C.
    Owner
  • Principal Chief Executive Officer at Holden & Partners - Independent Financial & Investment Advice
    S. H.
    Principal Chief Executive Officer
  • Owner at Holden & Partners - Independent Financial & Investment Advice
    M. H.
    Owner
  • Investment Director at Holden & Partners - Independent Financial & Investment Advice
    P. D.
    Investment Director

Holden & Partners - Independent Financial & Investment Advice Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Human Resources
  • Other

Contact profiles from Holden & Partners - Independent Financial & Investment Advice

Name
Title
Contact
Location
Last Update
  • Financial Planning Associate at Holden & Partners - Independent Financial & Investment Advice
    J. S.
    Financial Planning Associate
    United Kingdom, England
    Mar 24, 2026
  • Chartered Financial Planner at Holden & Partners - Independent Financial & Investment Advice
    N. S.
    Chartered Financial Planner
    United Kingdom, England
    Jun 30, 2026
  • Paraplanner at Holden & Partners - Independent Financial & Investment Advice
    T. H.
    Paraplanner
    United Kingdom, England
    Jun 26, 2026
  • Associate Paraplanner at Holden & Partners - Independent Financial & Investment Advice
    A. W.
    Associate Paraplanner
    United Kingdom, England
    Jun 30, 2026
  • Administrative Assistant at Holden & Partners - Independent Financial & Investment Advice
    T. K.
    Administrative Assistant
    Canada, Alberta
    Sep 07, 2026
  • Investor at Holden & Partners - Independent Financial & Investment Advice
    H. Y.
    Investor
    Canada, Quebec
    Sep 12, 2026
  • Investment Administrator at Holden & Partners - Independent Financial & Investment Advice
    A. R.
    Investment Administrator
    United Kingdom
    Oct 31, 2025
  • Transition Economist at Holden & Partners - Independent Financial & Investment Advice
    G. C.
    Transition Economist
    United Kingdom, Wiltshire
    Feb 25, 2024
  • Chartered Financial Planner at Holden & Partners - Independent Financial & Investment Advice
    M. H.
    Chartered Financial Planner
    UNITED KINGDOM, Edinburgh
    Apr 22, 2024
  • Designated Limited Liability Partnership Member at Holden & Partners - Independent Financial & Investment Advice
    P. H.
    Designated Limited Liability Partnership Member
    UNITED KINGDOM
    Apr 10, 2023

Frequently Asked Questions

What is Holden & Partners - Independent Financial & Investment Advice known for?

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Holden & Partners - Independent Financial & Investment Advice was founded in 2003 and operates in the Financial Services industry. You can contact Holden & Partners - Independent Financial & Investment Advice's main corporate office by phone at . Explore Holden & Partners - Independent Financial & Investment Advice's company overview page for more information.

What is Holden & Partners - Independent Financial & Investment Advice's most common email format?

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Holden & Partners - Independent Financial & Investment Advice employees' email format typically follows the pattern of FLast@holden-partners.co.uk. Trying to find reliable and up-to-date employee contact data? Find more Holden & Partners - Independent Financial & Investment Advice email formats with LeadIQ.

How many employees does Holden & Partners - Independent Financial & Investment Advice have currently?

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Holden & Partners - Independent Financial & Investment Advice has approximately 27 employees as of September 2026. These team members are located across 2 continents, including Europe and North America.

Who are Holden & Partners - Independent Financial & Investment Advice's key employees and leadership?

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As of September 2026, Holden & Partners - Independent Financial & Investment Advice's key employees include:

  • Ceo: R. H.
  • Owner: S. P.
  • Partner, Retired Financial Adviser: M. D.
  • Partner, Cfp Chartered Mcsi Pension Specialist: A. J.
  • Owner: T. C.

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