Holden & Partners

Holden & Partners is a Chartered firm of independent financial advisers based in Farringdon, London, serving clients across the UK since 2003. They specialize in ethical and sustainable investments, providing financial planning and investment advice to individuals, families, businesses, and charities. The firm is committed to environmental, social, and governance (ESG) investments and has a strong reputation for its responsible approach to investment advice.

Holden & Partners is a B Corp company, demonstrating their commitment to balancing purpose with profit and building a more inclusive and sustainable economy. They are signatories of the UN-supported Principles for Responsible Investment, further emphasizing their dedication to responsible investing. The firm's website highlights their expertise in a range of financial services, including retirement planning, wealth management, pension advice, business protection, and charitable gifting strategies. They also actively engage in environmental initiatives, such as sourcing renewable energy for their office and promoting recycling.

Holden & Partners is a chartered firm of independent financial advisors based in London, but the company offers some flexibility in terms of working arrangements, although the website does not specify any specific details. They encourage staff to utilize bicycle and public transport to work and offer an option to invest in ethical funds through the staff pension scheme.

Holden & Partners offers a comprehensive range of employee benefits, promoting a healthy work-life balance and professional development. These include a cycle-to-work scheme to encourage sustainable commuting, ethical and sustainable investment options within the staff pension scheme, a Give-As-You-Earn (GAYE) program with employer matching, and regular fruit baskets to foster healthy eating. The firm also prioritizes employee engagement by offering two volunteering days annually, supporting charitable partnerships, and encouraging internal and external initiatives focused on environmental and social responsibility.

Holden & Partners is a Chartered firm of independent financial advisors specializing in ethical and sustainable investments. They offer a wide range of services, including financial planning, retirement planning, wealth management, pension advice, and business protection, with a commitment to guiding clients towards responsible investment choices that align with their personal values. Founded in 2003, they are dedicated to building enduring partnerships with clients and providing high-quality, personalized service based on their philosophy of wealth, abundance, and protection.

Holden & Partners promotes a culture of client-centricity, ethical and sustainable investing, and professional growth. They prioritize building enduring partnerships with clients through a personalized, transparent approach to financial advice and wealth management. The firm actively fosters a collaborative environment where employees are encouraged to develop their professional knowledge, engage in positive green activities, and participate in charitable giving. This commitment to social responsibility and employee development reflects a values-driven culture that prioritizes both financial success and positive societal impact.

Holden & Partners is committed to diversity, equity, and inclusion, aiming to foster a workplace that reflects the diversity of their client base and the wider community. They actively promote a culture of inclusivity and seek to attract, retain, and develop a diverse workforce through initiatives like the cycle-to-work scheme and the Give-As-You-Earn program. They also encourage staff to volunteer and actively support charities, demonstrating their commitment to social responsibility and building a more equitable society.