About Holder & Combes Ltd

We are passionate about helping people organise their financial affairs to achieve all of their objectives.
We are a 12 person firm of Chartered Financial Planners based in London. We offer independent, face to face financial advice to both private clients and small to medium enterprises.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 few percent in terms of professionalism and qualifications.We firmly believe in empowering our clients so that they not only understand and are comfortable with the plans we set up, but really engage and interact with the planning process to get as much out of our service as possible. We always do everything we can to ensure our advice is straightforward and exceeds expectations.Our clients see us as the fist port of call whenever they have a money related question or query. If we are unable to advise directly, then we have an established network of professionals in accountancy and law.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Commercial mortgages
  • Corporate pension
  • Group pensions

  • Mortgages:
  • Buy my next home
  • First time buyers
  • Buy to let
  • Remortgage
  • Overseas
  • Self employed

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