Holden & Partners
Holden & Partners is a financial consulting firm based in London, England. They offer a range of financial services to their clients, including investment management, retirement planning, and tax advice. With a team of experienced professionals, Holden & Partners is dedicated to helping their clients achieve their financial goals.
Introduction to Holden & Partners
Holden & Partners is a financial consultancy firm established in 2003 in London. The company's primary goal is to provide personalized financial advice and excellent customer service to their clients. What makes Holden & Partners unique is their client-focused approach, where they prioritize the needs and goals of their clients over their own. They believe that by providing tailored financial advice, they can help their clients achieve their financial objectives.Services & Products
Holden & Partners offers a wide range of financial services, including investment management, retirement planning, tax planning, and estate planning. They also provide specialized services to business owners, such as employee benefits and business protection. Customers can expect a bespoke service that caters to their specific financial needs.Location
Holden & Partners is located at 113, 117 Farringdon Rd, in the heart of London. The area is known for its vibrant atmosphere and is home to many businesses, including media companies, tech start-ups, and financial services firms. Customers can expect to experience the hustle and bustle of a thriving business district. The closest public transportation options are Farringdon Station (0.1 miles), Chancery Lane (0.4 miles), and Barbican Station (0.5 miles).Benefits
Customers should choose Holden & Partners because of their personalized approach to financial advice. They believe that every client is unique and requires tailored financial advice to achieve their goals. Holden & Partners also has a team of experienced financial consultants who have a deep understanding of the financial industry and are dedicated to helping their clients succeed.Good to Know
Customers should be aware that Holden & Partners is a fee-based financial consultancy firm. This means that they charge a fee for their services rather than earning commissions from financial products they recommend. This ensures that their advice is unbiased and in the best interest of their clients.Reviews
Customers have praised Holden & Partners for their excellent customer service and personalized approach to financial advice. They have been described as "knowledgeable," "professional," and "trustworthy." Customers appreciate that the team takes the time to understand their financial goals and provide practical advice that helps them achieve their objectives.Amenities
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computer -
wi-fi
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meeting room
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coffee maker
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reception desk
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wheelchair accessible
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financial advice
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investment advice
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tax planning
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insurance services
FAQ
What types of financial services do you offer?
We offer a range of financial services including investment advice, retirement planning, tax planning, estate planning, and more. Our services are tailored to meet the unique needs of each client, and we work closely with them to develop a personalized financial plan that aligns with their goals.What experience do your financial consultants have?
Our financial consultants have extensive experience in the financial industry, and many hold advanced degrees and industry certifications. They are highly knowledgeable about financial markets, investment strategies, and tax laws, and are dedicated to providing our clients with expert advice and guidance.How do you charge for your services?
We charge a fee for our services based on the complexity of the financial plan and the amount of time required to develop and implement it. Our fees are transparent and competitive, and we work closely with our clients to ensure they understand the costs associated with our services.Can you provide references or case studies of your past clients?
Yes, we are happy to provide references and case studies of our past clients. We have a strong track record of success, and many of our clients have been with us for years.How will you tailor your services to meet my specific financial goals and needs?
We take a personalized approach to financial planning, and work closely with each client to understand their unique goals and needs. We then develop a customized financial plan that is designed to help them achieve their objectives. Our services are flexible and adaptable, and we work closely with our clients to ensure their financial plan evolves as their needs change over time.Reviews
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Liz Gray
We invested a large part of our savings and pensions with H & P 7 years ago and are happy that they are invested in accordance with our values to make the World a better place for all its peoples. The contacts and information is friendly and personal.
25-05-2023
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Mavis Martin
Holden and Partners, particularly Mark Dodds, has, over the years, been extremely helpful with our finances. Advice, financial changes and when to move our savings have all been so easy when needed. Thanks to Mark and the other Holden staff who have made our experience stress free. Alf and Mavis Martin
25-05-2023
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Adrienne Wilson
I am very satisfied with the care and attention I have received as a client of Holden & Partners. As a divorced woman who stayed at home to bring up a family, I didn't have a large portfolio, but I have always been given what felt like an appropriate and very personal service. Knowing that my funds are ethically invested has meant a great deal to me. I've really enjoyed my annual chats with Steve and then Andy. Congratulations on 20 years!
25-05-2023
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Judy Raven
28-05-2020
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michael rubens
We have consulted Holden and Partners for ten years. Having been in financial disarray because of poor advice from our previous financial advisor, we have Tim Cosway to thank for digging us out of a deep financial hole. As a result of his painstaking tenacity pursuing a claim against our former financial advisor through the Financial Ombudsman Service, which resulted in substantial compensation, we can anticipate a comfortable retirement. We continue to take Tim's advice on all of our financial matters. He is a pleasure to deal with and we wholeheartedly recommend Holden and Partners, and Tim in particular.
28-05-2020
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Howard Cartlidge
My wife and I really value the advice and support we’ve received over many years. Our key contact is Tim Cosway, whose friendly and calm manner is a real plus. He also involves team members who are equally committed. We particularly value that their approach is that no question is stupid - we always receive a clear and helpful explanation. We have full confidence in the team’s management of our finances and definitely recommend them.
28-05-2020
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Barbara Heinzen
28-05-2020
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Howie Howie
"I have been a client of this organisation for many years, and the level of service I receive is of the highest standard. Holden and Partners is rooted in service, everything flows from it and is nourished by it. Customer service is not a department...it's an attitude. My family and I are priveleged to have Mr R. Biggadike looking after our affairs with his hard work and dedication. I would like to thank this firm who clearly have a foundation of excellence, as the quality of their actions and the integrity of their intent is raising the banner of excellence. My family and I are living in complete peace in the knowledge that we have had a total commitment to excellence. I have this firm and its employees to be conscientious and competent and I am pleased to be able to recommend their services to family and friends."
28-05-2020
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Linus Chilvers
Holden and Partners have provided a fantastic service to me and my family over many decades. The advice given has always been sound and has always been proven to be the best advice I could have been given. They are incredibly understanding of personal circumstances and respond to changes sensitively and swiftly. I recommend Holden and Partner for financial advice and management 100%.
28-05-2020
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bob saxton
Really friendly, helpful experts, good communication, wise judgements: happy to have my SIPP with this firm.
28-05-2020
