We are a firm of Chartered Financial Planners based in London. We aim to provide you with the best advice, best service and best information on pensions, investments, mortgages and protection. We offer independent, face to face financial advice to both private clients and small to medium enterprises.
Feel free to contact us to arrange an appointment or for more information. Peter and Jane were looking for a financial adviser to better understand their finances, start planning for the future, and simplify their affairs where possible. Chartered Financial Planners are a type of Independent Financial Advisor (or IFA for short).
Feel free to contact us to arrange an appointment or for more information. Peter and Jane were looking for a financial adviser to better understand their finances, start planning for the future, and simplify their affairs where possible. Chartered Financial Planners are a type of Independent Financial Advisor (or IFA for short).
Services
We are passionate about helping people organise their financial affairs to achieve the best possible outcomes, distributing their income and savings in the most efficient way so that their financial goals are met while allowing them to get on with living! We are very proud to be one of the very few financial firms in the City to have been awarded 'Chartered Status', putting us in the top 5% in terms of professionalism and qualifications.
We offer financial planning advice following a number of careful steps that help you take a "big picture" look at where you are financially. Using these steps, we can work out where you are now, what you may need in the future and what you must do to reach your goals.
The process involves gathering relevant financial information, setting life goals, examining your current financial status and coming up with a strategy or plan for how you can meet your goals given your current situation and future plans.Financial planning provides direction and meaning to your financial decisions.
The process involves gathering relevant financial information, setting life goals, examining your current financial status and coming up with a strategy or plan for how you can meet your goals given your current situation and future plans.Financial planning provides direction and meaning to your financial decisions.
We are always looking for high quality Chartered Financial Planners who will fit with our growing, client-centric business. Similarly, we are always keen to speak to experienced and highly technical Mortgage Advisers. Any new adviser is expected to have a strong academic track record and relevant industry experience.
When considering whether to appoint an advisor or wealth manager the first thing to decide is whether or not the advisor should have discretionary powers or maintain a consulting advisory relationship and include the investor in changes to investment strategy or assets. A good adviser comes with years of experience and specialist knowledge, while taking liability for the advice.
Regardless of your chosen route to investing, understanding and taking into account the risk of your chosen assets is essential. Unsystematic risk can be thought of as the risk generated by factors specific to the stock or share, such as a poor management team, changes to regulation or other event driven risks.
Reviews (10)
Matt Tinsley
Aug 06, 2021
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Carmen Jones
Aug 01, 2021
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Superb service from Holder and Combes. They have provided piece of mind around a very tricky situation and offered everything and more, tailoring the advice and investment for grandmother and my needs.
I have recommended H&C to other members of my family who have also received excellent service. I can not recommend them highly enough
I have recommended H&C to other members of my family who have also received excellent service. I can not recommend them highly enough
Peter Gray
Jul 30, 2021
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Paul Mattick
Jul 28, 2021
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Positive: Professionalism
As a investment manager, I have worked with Holder & Combes for a few years, and they run a very professional, sophisticated company. They are asking the right questions of us as a fund manager, and challenging us in some area, which will benefit their clients long term return.
As a investment manager, I have worked with Holder & Combes for a few years, and they run a very professional, sophisticated company. They are asking the right questions of us as a fund manager, and challenging us in some area, which will benefit their clients long term return.
Judi Edwards
Jul 21, 2021
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Conor McCaughan
Jul 17, 2021
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Sue MacMillan
Jul 16, 2021
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Sam Hobson
Jul 16, 2021
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It has been a pleasure working with Holder and Combes. Ed has been patient with my many questions, responding promptly with clear, uncomplicated advice on pensions and savings products. It is reassuring to know I have an advisor on the end of the phone who understands my financial priorities and will spend whatever time is necessary to make sure I am comfortable with our planning. Highly recommended.
Rob Holmes
Sep 27, 2020
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Positive: Professionalism, Responsiveness
Holder and Combes have transformed my investment portfolio in a way I could.not have managed on my own. It is a tailored, personable service focused on building a long-term relationship rather than a transactional basis that some other advisers tend to offer.
Holder and Combes have transformed my investment portfolio in a way I could.not have managed on my own. It is a tailored, personable service focused on building a long-term relationship rather than a transactional basis that some other advisers tend to offer.
Teresa Havvas
Oct 25, 2019
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An exceptional team. Ed has been instrumental in keeping me and my business on track; with integrity led advice, connections that align and the honesty and reassurance I need to keep moving forward. It's refreshing to have discovered a company like this, who truly care about the person you are, as part of your commercial development.
