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Peter Holden

Independent Financial Adviser

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

South East

Covers

Leicestershire, Nottinghamshire

Peter Holden

Independent Financial Adviser

I have been a financial adviser since 1983, focusing on helping clients meet their needs and objectives via predominantly investment and retirement planning.

I am qualified to advise clients on all wealth and financial planning needs, covering all forms of taxation, investment, pension and protection needs.

Developing a trusted working partnership with all clients is a must. Over the many years I would hope to help clients, we need to ensure there is absolute clarity as to what the aims are at all times and for the journey to be enjoyable and ultimately successful.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

South East

Covers

Leicestershire, Nottinghamshire

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