Holden & Partners
H&
Financial Advisors
Holden & Partners
113, London EC1R 3BX
# Holden & Partners
Holden & Partners is a Chartered independent financial advice firm based in Farringdon, London, serving clients across the UK since 2003. They specialise in providing bespoke financial planning and investment management, with particular expertise in both ethical and conventional investment strategies.
The firm works with clients at various life stages: those accumulating wealth as their careers progress, individuals inheriting assets, those new to investing, and people approaching or in retirement. Their in-house team of investment managers collaborate with Chartered Financial Planners to construct tailored portfolios aligned with each client's specific objectives and values.
What sets Holden & Partners apart is their commitment to professional excellence and responsible business practices. They hold Chartered status through the Chartered Institute of Insurance, representing the gold standard in financial planning. As one of the UK's earliest B Corp accredited financial advice firms, they demonstrate a genuine commitment to operating in ways that benefit both people and planet—not merely as marketing positioning but as core business philosophy.
The firm maintains strong client satisfaction credentials, achieving VouchedFor Top-Rated Adviser status for 2025 based on recent client feedback. Their approach combines rigorous financial expertise with a focus on sustainable and ethical investing options, making them particularly appealing to clients seeking values-aligned wealth management without compromising on investment performance or professional standards.
Holden & Partners is a Chartered independent financial advice firm based in Farringdon, London, serving clients across the UK since 2003. They specialise in providing bespoke financial planning and investment management, with particular expertise in both ethical and conventional investment strategies.
The firm works with clients at various life stages: those accumulating wealth as their careers progress, individuals inheriting assets, those new to investing, and people approaching or in retirement. Their in-house team of investment managers collaborate with Chartered Financial Planners to construct tailored portfolios aligned with each client's specific objectives and values.
What sets Holden & Partners apart is their commitment to professional excellence and responsible business practices. They hold Chartered status through the Chartered Institute of Insurance, representing the gold standard in financial planning. As one of the UK's earliest B Corp accredited financial advice firms, they demonstrate a genuine commitment to operating in ways that benefit both people and planet—not merely as marketing positioning but as core business philosophy.
The firm maintains strong client satisfaction credentials, achieving VouchedFor Top-Rated Adviser status for 2025 based on recent client feedback. Their approach combines rigorous financial expertise with a focus on sustainable and ethical investing options, making them particularly appealing to clients seeking values-aligned wealth management without compromising on investment performance or professional standards.
Services offered
Wealth management planningEthical and sustainable investment portfoliosConventional investment portfoliosFinancial planning for inheritanceInvestment guidance for new investorsRetirement planningPortfolio managementTax-efficient investment strategies