0208 166 8476
Based in Gray's-Inn
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: January, 2024
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Bruce is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Bruce's status
Last checked: 19 April 2025
Bruce is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Bruce's status
6
Recent Client Reviews
Bruce has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Bruce has received 6 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 17 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
9
Qualifications Uploaded
Bruce has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
9 qualification certificates available to view
Bruce has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Bruce has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Bruce has provided information on their typical fees
Bruce has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Bruce is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Bruce's status
Last checked: 19 April 2025
Bruce is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Bruce's status
6
Recent Client Reviews
Bruce has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Bruce has received 6 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 17 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
9
Qualifications Uploaded
Bruce has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
9 qualification certificates available to view
Bruce has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Bruce has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Bruce has provided information on their typical fees
Bruce has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I provide comprehensive financial planning – covering investments, pensions, insurance and tax – to help my clients meet their financial goals. I help them make sense of their money and arrange their resources to best meet their needs now and in the future. I have worked in financial advice since 2016 and am highly qualified as both a Chartered Financial Planner and Certified Financial Planner™. I am privileged to work with a diverse range of people, including young professionals at the beginning of their financial planning journey through to older clients planning to leave a legacy for their families and communities. I split my time between London and Canterbury. Holden & Partners is a multi-award-winning firm of independent Chartered Financial Planners, based in London and serving client families across South East England. Our mission is to ‘help our clients plan for a sustainable future’ and we have a proven heritage in ethical investment advice. To demonstrate our commitment to people and planet alongside profit, we are proud to be an accredited B Corp. If you would benefit from more confidence and clarity about your financial future, please do contact me to arrange an initial conversation at no cost.
Offers available through VouchedFor
Contact Bruce through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Bruce's clients
Based on responses provided by clients who have reviewed this adviser
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Adviser Disclaimer
Holden & Partners is a trading name of Peter R T Holden & Partners LLP and is authorised and regulated by the Financial Conduct Authority (446291), but not all of the products and services mentioned on this webpage may be so regulated.