Features
Ethical IFA of the week: Holden & Partners
There are plenty of independent financial advisers (IFAs) across the country who give advice on ethical, sustainable and responsible investment. Our job is to tell you about them.
Holden & Partners is an independent financial advisory (IFA) firm based in London, the south-east and East Anglia. It provides financial planning advice and investment advice to individuals, charities, trusts and companies, and also has chartered financial planner status.
It specialises in providing ethical and green investment advice and advice on making alternative and socially responsible investments.
Understanding exactly what each client is trying to achieve, the delivery of a tailored solution and personal service are core objectives.
The business was formed in 2003 by five partners who had previously worked together for a number of years and who have a collective wealth of experience.
Holden & Partners was recognised as one of the top 25 IFA firms in the UK by Private Client Practitioner magazine, which further demonstrates the quality of advice provided to its clients.
The advice it provides is highly bespoke, adapted accordingly as our client’s circumstances change. It views dealings with its clients as a long-term relationship, and so its advice needs to change as their lives change.
To get in touch with Holden & Partners about ethical investment, visit www.holden-partners.co.uk or email info@holden-partners.co.uk.
Further reading:
The Guide to Ethical Financial Advice 2013