Retirement

I was recommended Holder and Combes by my accountant. I like the way they try and truly understand me and what is important for my future. They come up with interesting ideas and solutions and explain things clearly. In addition, I personally deal with Ed Holder and I always find our discussions rewarding and enjoyable. Terrific all round.

Holder and Combes have proved to be an invaluable resource for all aspects of our financial planning. They have taken the trouble to get to know us and our needs properly before suggesting a plan of action. Ed speaks in plain English and genuinely seems to relish the task of restructuring our finances to improve our quality of life. He goes the extra mile to find a solution to the knottiest of problems. I would recommend them without reservation.

I was helped on a personal financial planning matter. Holden & Partners were highly professional yet personable, I would highly recommend.

Luke Harvey from Sterling & Law has been my IFA for the last year. After many years of managing my own financial affairs it's been great to work with Luke, who has done a very professional progressive review of my finances (investments, mortgages, life and illness insurance, pensions), identifying issues and suggesting sensible options at each stage. Luke has been willing to invest the time to get to know me and my needs before making suggestions. The relationship very much feels based on trust and for the long term. Many thanks.

Luke Harvey has been my financial planner for several years. When I first meet Luke I was impressed by his knowledge and passion and haven't been disappointed with Luke and his team. The financial decisions I made with the assistance of Luke, such as moving my passive investment pension pots (as an inactive member) to a more actively run funds has maximised growth in my pension investments. I would recommend Luke without hesitation.