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Holder & Combes

Independent Financial Advisor (IFA) in London

Independent Financial Advisor in EC London  Holder & Combes

Address: 68 Lombard Street, City of London, London, EC3V 9LJ
Telephone: 020 7101 2817
E-mail: info@holderandcombes.co.uk
Visit our Web Site: www.holderandcombes.co.uk

Contact: Ed Holder

Chartered & Certified Financial Planners

Holder and Combes are an independent financial consultancy located in Moorgate, City of London.

The partners, Ed Holder and Nick Combes, have been working together since 2002, and both are members of the Personal Finance Society. Both partners advise on all aspects of personal finance, but Ed (who holds Chartered Financial Planner status) specialises in pensions and investment planning, whereas Nick (who is a Certified Financial Planner) has a particular interest in tax and trusts.

Ed and Nick are supported by one further adviser and three back office staff and the firm offers SMEs and private individuals:

  • Investment Advice and Fund Management
    - including ethical investments, with regular performance reviews.
  • Retirement / Pension Advice & Planning
    - including pension fund consolidation and transfer.
  • Business & Family Insurance
    - including life, critical illness and income protection.
  • Mortgage Advice
    - a complete independent advisory service focused on London, from the choice of
    property and area, through to the survey and solicitor.

Very few City financial firms (as little as 5%) have been awarded ‘chartered’ status. Holder and Combes are proud to be rated amongst the most qualified and rigorously-vetted advisors in the financial services industry.

Regulated by the Financial Conduct Authority - FCA Register number 426317

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