About Holden & Partners - Dominic Clark

We work with our clients to identify their lifetime goals and objectives and work with them to set up a plan to achieve those goals.
Holden & Partners is a Chartered firm of independent financial advisers. Formed in 2003, we are one of a few independent financial advisers to have achieved Chartered status and to advise on ethical and sustainable investments in the UK.We also have a number of financial advisers who are affiliates of the Society of Tax and Estate Practitioners, allowing us to represent both individuals and professionals in the most challenging areas of financial advice, wealth management, investment advice, pension and retirment planning and tax and estate planning.Holden & Partners is committed to ethical and sustainable investments and are experts in this field. Our financial advisers are highly qualified and consistently deliver a first-class service to our clients, which helps us build enduring partnerships and trust in our financial advice.
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:
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group critical illness
  • Group private medical insurance
  • Group protection

  • :
  • Long term care

  • :
  • Stockbroking services

  • Mortgages:
  • Equity release

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