Holden & Partners - Independent Financial & Investment Advice
Financial Services • 
London, England, United Kingdom • 21-50 Employees
Company overview
| Headquarters | 117 Farringdon Road, London, EC1R 3BX, GB |
| Phone number | +442078121460 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Succession Planning, Wealth Management, Business Protection, Retirement Planning, Financial Planning, Investment Management, Divorce Planning, Alternative Investment, Tax Efficient Investment, Sustainable Investment, Ethical Investment, Thematic Investment, Environmental Investment |
| Founded | 2003 |
| Employees | 21-50 |
| Socials |
Key Contacts at Holden & Partners - Independent Financial & Investment Advice
Paul Dennis
Investment Director
Steven Graves
Director Of Operations
Aram Kupelian
Paraplanning Director
Tim Cosway
Owner
Mark Hoskin
Owner
Holden & Partners - Independent Financial & Investment Advice Email Formats
Holden & Partners - Independent Financial & Investment Advice uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@holden-partners.co.uk), used 56.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@holden-partners.co.uk | 56.2% |
{first name}{last name} | johndoe@holden-partners.co.uk | 37.5% |
{last name}{last name} | doedoe@holden-partners.co.uk | 6.2% |
About Holden & Partners - Independent Financial & Investment Advice
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.
Holden & Partners - Independent Financial & Investment Advice revenue & valuation
| Annual revenue | $5,600,000 |
| Revenue per employee | $187,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $18,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Holden & Partners - Independent Financial & Investment Advice has 14 employees across 2 departments.
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Number of employees
Funding Data
Holden & Partners - Independent Financial & Investment Advice has never raised funding before.
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