Reviews of Holden & Partners. (Financial Consultant) in London (London).

Holden & Partners

25 Reviews

25 Comments

Financial Consultant

Financial consultant

113-117 Farringdon Rd, London EC1R 3BX, United Kingdom

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Description Map Open Hours Reviews Contact Photos

Description

Information of Holden & Partners, Financial Consultant in London (London)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

Map

Open hours of Holden & Partners

Sunday

Closed

Monday

9am–5:30pm

Tuesday

9am–5:30pm

Wednesday

9am–5:30pm

Thursday

9am–5:30pm

Friday

9am–5:30pm

Saturday

Closed

Popular times

Monday

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Tuesday

9
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Thursday

9
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Reviews of Holden & Partners

D. P.

My partner and I have been clients of Holden & Partners for over twelve years and with a previous Peter Holden company before that. We chose them because they support our strong ethical stance and advise us on how to invest for the good of society whilst preserving and growing our savings. We always deal with the same adviser who we meet once a year for an annual review and communicate with regularly by email and occasionally telephone. Their service is excellent and we have always found the team to be approachable and friendly. We trust the advice we are given and our investments have performed broadly as we had hoped.

P. K.

Holden & Partners have managed my financial affairs for over 15 years, and have delivered a terrific service. When I started with them I had 3 different pensions but no active one. Within a few months everything had been consolidated into a new SIPP which has already surpassed the investment target we set all those years ago. I have absolutely no hesitation in recommending Holden & Partners to anyone who needs tailored and effective financial advice.

L. C.

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%.

J. P.

The best thing about Holden and Partners is their personal approach based on an in-depth understanding of my values and financial needs. Their advice is always well thought-through, enabling me to make decisions about the future, secure in the knowledge that it is right approach for me. I could not imagine using any other adviser and I would recommend them to friends and colleagues.

K. G.

I wasn’t new to using financial advisors when I became a client of Holden & Partners in 2005, but my experience had been mixed. H&P impressed me immediately with their systematic and transparent approach to investing and the fact that annual reviews and re-balancing were an integral part of the process. Steve Pyne has been my advisor pretty much since the start, and I enjoy catching up on a personal as well as a financial level when we meet. More than anything I value the peace of mind that comes from knowing that I have a highly skilled team working on my behalf.

M. M.

On retiring my husband and I knew who our pension and savings would be entrusted to. It was Holden & Partners. They had looked after our finances while working and that excellent service has continued. Apart from being persuaded because they are an ethical company, their Financial Advisor, Mark Dodd, has helped us when we needed financial advice. We would certainly recommend Holden & Partners to others who are trying to decide who should look after their finances.

S. W.

My husband and I have been clients for over 20 years. We've enjoyed a personal service from a very experienced adviser. The advice has always been clear and concise, and has facilitated our planning for retirement. We have been so impressed with the service that we have recommend Holden & Partners to many friends and colleagues, who have been similarly impressed by the high standard of advice.

S. B.

Having been disappointed with numerous financial advisors, a good friend of mine recommended me to Holden and Partners 8 years ago and I've never looked back. I have always understood what they are saying, receive great advice, the team are available whenever you need them and they invest ethically. I have and would recommend Holden & Partners, you won't be disappointed

P. H.

I have high regard for Mark Pate specifically and Holden and Partners generally for the quality of their advice and services over many years. I have benefited from their expert guidance and objective advice on personal financial strategy and planning, particularly with respect to investments in ISAs, SIPP, Life assurance and wider Pension fund management and Tax effective planning. Sound recommendations, based on a thorough understanding of my needs, have been carefully explained and followed up with efficient execution as required. In my experience Holden and Partners have proved to be approachable, informed and professional throughout and I am happy to endorse them.

m. r.

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.

J. P.

I approached Holden and Partners (then Holden Meehan) about 20 years ago when I needed advice about planning for retirement and investing my small savings ethically. At that time it was much more difficult to find ethical funds. I was very pleased with the understanding and professional approach of my advisor, Steve Pyne, and the friendly atmosphere in the company as a whole. Because I have very little interest in the world of finance, it is a great relief to gave a trusted advisor in charge, especially as over the years there have been several major crises affecting investments. The results of Steve’s hard work and expertise have been impressive. I have recommended Holden and Partners to several people and their feedback had been very positive.

D. P.

Holden & Partners have been my financial advisers now for over 15 years and I cannot recommend them too highly. Working as an academic but not at all clued up financially, I sought advice initially on how best to plan for approaching retirement. Recommendations included maximising my ISA holdings, opening a SIPP to enhance my modest occupational pension, and a judicious investment in a small-scale wind-farm initiative. As a result I have enjoyed a secure retirement free from financial worry. Each year Steve Pyne, my adviser, systematically reviews and recommends adjustments to my portfolio, somehow managing to maintain the value of my hard-earned savings and to cushion them from the financial fluctuations of recent years – an impressive achievement. I particularly appreciate the clarity he offers when outlining often complex financial arrangements, as well as the attention given to my own individual interests and priorities as a client.

A. H.

I have worked with Mark Dodd for over 20 years and he has always been an objective adviser on my pension and investment needs. We have shared thoughts over all these years and my portfolio has been a great success in both, growing and now the need to access and use it. I have recommended a number of people to Mark knowing that they can have full trust in his advice and care.

R. B.

I first met with Holdens when I retired from work. I had multiple pension pots that I didn't know what to do with. The process of converting them to actual pension income seemed very complicated and daunting, and fraught with risk. I had tried contacting several financial advisers locally, most didn't respond, and the ones that did reply didn't impress me. My wife saw an advert for Holdens in one of her professional magazines and pointed it out to me. I liked their ethical stance, it was something that I was interested in, but had not considered seriously in relation to my pension. I contacted Holdens and arranged for my wife and me to meet with them at their office. The meeting went very well. Holdens explained their principles of ethical investment, how they organised their analysts, the costs that were involved, and how these things would apply to me. The explanations were very clear, understandable and transparent, and were made in a friendly manner in a pleasant environment. Holdens also discussed in depth what my ethical concerns were, and used my replies to shape my pension investments. After the meeting I felt very confident that my pension investments would be in very professional and safe hands so I decided to go with them. It has proved to be an excellent decision. Over the years my pension investments with Holdens have consistently done very well. They have achieved a far better return than I expected, and certainly a lot better than I could have achieved myself. I also have the satisfaction in knowing that all my pension investments are ethically sound. Holdens keeps me regularly updated with reviews of my pension investments, and of any changes needed to keep them performing well and within my ethical principles. I also have an annual meeting with them at their office to discuss performance and future strategy. I have not been actively involved in managing my pension investments other than confirming any recommendations that Holdens have advised. This makes life very easy for me on the financial side. I have complete confidence in Holdens, and this has meant that I feel very secure about my finances in my retirement. So much so, that I have made further significant investments, other than my pension, with them. These further investments have also performed as well as my initial pension investment. I would highly recommend Holdens to anyone looking for financial advice and management.

L. A.

We were introduced to Peter Holden of Holden Partners in 2007, and have been very pleased and satisfied with our present financial manager, Steven Pyne. We would highly recommend HP and our manager. From the start, HP has ‘held our hand’ by offering sound advice on finding an appropriate ethical portfolio manager and a new accountant; guiding us through complicated issues around Capital Gains and Inheritance taxes; reviewing our Wills regularly; and clarifying the thorny subject of distributing property to our child in order to mitigate Inheritance tax. HP found professionals when expertise was needed concerning American tax matters, asked challenging questions to portfolio managers, and taken copious notes with action points for follow-up. Our family feels it is in excellent, professional and caring hands, and we whole-heartedly recommend Holden Partners to anyone looking for support and guidance in a confusing financial world. AW family

T. F.

I have been working with Mark at H+P now for more than 15 years. I could not recommend them more highly. I have complete confidence in the quality of their financial advice, and appreciate that they always factor in my ethical concerns and those related to risk. Over the years all my investments have performed as well as I would have hoped. More than that though it's the personal touch that I have valued the most. The relationship I have developed with Mark over the years means that he understands my financial hopes for the present and future, he lightens the load. We meet at least once/year, with discussions focused less on the specifics of our investment portfolio, and more about planning for the life my family wants to live. This is excatly the right approach for me.

H. C.

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.

H. J.

"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."