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 first 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.
Past & Present
Ed Holder and Nick Combes have been working together since 2002 and are the Directors of the firm. They are both members of the Personal Finance Society and are active in helping to shape the future of professional standards within their regulatory network.
The client-centric team at Holder & Combes now consists of six members who are all committed and driven to exceeding client expectations.
Having consulted consumers, the FCA is in the process of raising the bar in terms of qualifications, skills and professionalism in the retail advice sector. The ‘Retail Distribution Review’ (RDR) highlighted the need for a more professional industry so that consumers would feel as safe seeking financial advice as they would legal or accountancy advice.
As a result of new minimum standards introduced from 2013, the number of qualified financial planners in the UK has rapidly declined. We are pleased to say that we far exceed these minimums holding Certified, Chartered and additional Investment qualifications from the CFA, and look forward to a more professional industry.
We only look to attract new clients seeking a long term professional relationship. Contact Us