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Holden & Partners - Independent Financial & Investment Advice

Financial Services

Specialities :
Financial planning
Investment management
Tax planning
Retirement planning
Business protection

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
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Frequently Asked Questions About Holden & Partners - Independent Financial & Investment Advice

What does Holden & partners - independent financial & investment advice do?+

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 UNs 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...

What are Holden & partners - independent financial & investment advice's specialties? +

Financial planning,investment management,tax planning,retirement planning,business protection,ethical investment,environmental investment,alternative investment,sustainable investment,divorce planning,succession planning,tax efficient investment,thematic investment,and wealth management

What is Holden & partners - independent financial & investment advice's industry? +

Holden & partners - independent financial & investment advice operates in the Financial services industry.

What is Holden & partners - independent financial & investment advice's revenue? +

Holden & partners - independent financial & investment advice's revenue is 11m - 100m

What is Holden & partners - independent financial & investment advice's company size? +

Holden & partners - independent financial & investment advice has 11 - 50 employees.

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