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.
Based in the city, our mission is to help our clients make more of their financial planning, by providing first rate advice in the areas of investments, pensions, wealth management, mortgage finance, insurance, protection, tax and currency.
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 whom we are able to bring in to complement our proposition.
The client-centric team at Holder & Combes now consists of six members who are all committed and driven to exceeding client expectations.
Specialties
Investment, Retirement Planning, Tax Planning, Mortgages & Insurance, Estate Planning & Trusts
