The Partners

Ed Holder

Ed Holder

Nick Combes

Nick Combes

Overview

We are a city-based independent financial consultancy established over 7 years ago.

Our mission is to help our clients make more of their financial planning to achieve their personal goals by providing the best advice, the best information and the best solutions. We are investment advisors, pensions specialists, wealth managers and mortgage & protection advisers.

We aim to exceed your expectations so that we become not only your first port of call for advice but that you will also refer friends and family to us.

Past & Present

Ed Holder and Nick Combes have been working together since 2002. Both are members of the Personal Finance Society and are active in helping to shape the future of professional standards within their regulatory network.

The focus of the business is on clients rather than products which is demonstrated by the excellent relationship they have with the many loyal clients who continue to seek advice after 7 years.

Our Future

Having consulted consumers, the FSA has raised the bar in terms of qualifications, skills and professionalism. As a result the number of qualified financial planners in the UK is rapidly declining.

We are pleased to say that we hold the necessary qualifications required by 2013 and look to attract new clients seeking only the most knowledgeable advisers.