Holden and Partners

Holden and Partners We are a financial planning and investment company who specialise in developing financial strategies We are a firm of Chartered Financial Planners (CFP).

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. Our aim is to protect and grow the wealth of our clients. Where possible, we encourage investment in sustainable and responsible opportunities thro

ugh our ethical, sustainable, and thematic (EST) investment process. We hope 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 individuals' values, their attitude towards risk, and their expectations of return that can we truly make a difference.

28/07/2022

🌳 It’s time for us to share our second Impact Report. Take a look for yourself to find out about our commitment to , the difference investing your money sustainably can make, and the wide range of industries we invest in through our sustainable portfolios. B Corp UK

https://bit.ly/3PG06dR

📣 Will you help us to help Richard House Children's Hospice?The Holden & Partners' team are aiming to row the length of ...
03/05/2022

📣 Will you help us to help Richard House Children's Hospice?

The Holden & Partners' team are aiming to row the length of the Thames this May to raise vital funds for Richard House who deliver specialist care for babies, children and young adults with life-limiting and life-threatening conditions, while supporting their families through counselling, therapy, bereavement support and more.

Find out more and donate today

Donate Now Over the month of May, our team will be taking part in a rowing challenge to raise money for Richard House Children’s Hospice. Our aim is to collectively row the length of the Thames (345km). Richard House Children's Hospice serves the heart of east London. They deliver specialist car

28/04/2022

This week everyone at Holden & Partners was proud to learn that we have won the Best Adviser Firm for ESG award at the Professional Adviser Awards 2022. To say we are thrilled is an understatement. Sustainable investment was one of our founding principles when we launched Holden & Partners nearly 20 years ago, so to be recognised for delivering on those promises means a lot to us. In the same awards we were also Highly Commended as Adviser Firm of the Year in London.

This   one of the biggest differences any of us can make is looking at how our money is invested.   Make My Money Matter...
22/04/2022

This one of the biggest differences any of us can make is looking at how our money is invested.



Make My Money Matter have this to say ⬇️

31/03/2022

At Holden & Partners we have always believed that we can work in a way that benefits both our clients and the world around us. As a passionate B Corp company, we are committed to being a force for good and that ethos has never seemed more important to us than in such alarming times. Join us o

REGISTER NOW - Join us on Thursday 19th of May at 11:30am, when we will take a look at how current events are shaping th...
31/03/2022

REGISTER NOW - Join us on Thursday 19th of May at 11:30am, when we will take a look at how current events are shaping the sustainable investment landscape and explore some of the myths that still surround sustainable investing…

∙ Is sustainable investing a marketing fad?
∙ Are sustainable investments riskier than traditional ones?
∙ Is sustainable investment all about environmental issues?

Read more and register https://www.holden-partners.co.uk/register-now-for-our-sustainable-investment-webinar/

At Holden & Partners we have always believed that we can work in a way that benefits both our clients and the world around us. As a passionate B Corp company, we are committed to being a force for good and that ethos has never seemed more important to us than in such alarming times. Join us o

Following yesterday's Spring Statement read our advice to help your finances weather the coming storm, including both fi...
24/03/2022

Following yesterday's Spring Statement read our advice to help your finances weather the coming storm, including both financial planning and investment strategy.

https://www.holden-partners.co.uk/the-spring-statement-and-the-cost-of-living/

Yesterday’s Spring Statement is in the headlines today. Rishi Sunak opened by highlighting the economic impact of Russia’s war on Ukraine, but while it undoubtedly places an additional burden on our economy, inflationary pressures and energy prices had already set the UK on a difficult path for ...

Address

London
EC1R3BX

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

Telephone

+442078121460

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