SG
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Work Experience
Director Of Operations
2020 - Present · 5 years
Hywin Wealth LLP
Chief Operating Officer
2017 - 2020 · 3 years
Chief Operating Officer
2015 - 2017 · 2 years
Company Details
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 UN's 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 a whole. We know every client has different requirements. It is only by understanding each individual's values, their attitude towards risk, and their expectations of return that we can truly make a difference.
Year Founded
2003
Social Media
LinkedinTwitter
Industry
Financial Services
HQ Location
117 Farringdon Road London, EC1R 3BX, GB
Keywords
Financial PlanningInvestment ManagementTax PlanningRetirement PlanningBusiness ProtectionEthical InvestmentEnvironmental InvestmentAlternative InvestmentSustainable InvestmentDivorce Planning
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