0160 328 0183
Based in Norwich
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: December, 2024
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Steve is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steve's status
Last checked: 19 June 2025
Steve is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steve's status
16
Recent Client Reviews
Steve has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Steve has received 16 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: 22 May 2025
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.
Qualifications Uploaded
Steve has not yet added their qualifications to their profile
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Steve has not yet added their qualifications to their profile
Transparent Fees
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Steve has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Steve is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steve's status
Last checked: 19 June 2025
Steve is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steve's status
16
Recent Client Reviews
Steve has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Steve has received 16 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: 22 May 2025
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.
Qualifications Uploaded
Steve has not yet added their qualifications to their profile
Qualifications not yet added
Steve has not yet added their qualifications to their profile
Transparent Fees
Steve has not yet added their fees to their profile
Fees not yet added
Steve has not yet added their fees to their profile
My job is to give my clients peace of mind whilst mapping out a financial future they feel confident in. I help clients focus on how they can use their wealth and hard -earned income as effectively as possible to enjoy what really matters. This might be travel, holidays, working less and of course ensuring their family is financially secure. I’ve worked with many of my clients closely for well over ten years which is something I’m proud of. I am a founding partner of Holden and Partners. I make sure the important things get done and the complicated areas like taxation and estate planning are all planned for without the client having to worry. I work with a wide range of clients including a number from the world of TV and media. I also help clients understand what areas of investment are important to them including what to avoid and what to support. Many, although not all, of my clients are responsible/sustainable investors. I have studied financial coaching with the Money Coaching Institute. I also have significant experience in tax planning, retirement planning, estate planning, philanthropy and trusts. I split my time between London and Norfolk. My wife , three children and adopted springer spaniel keep me quite busy! I also enjoy running and cycling round the quiet lanes of Norfolk. I’ve run the odd marathon and cycled some big hilly challenges in Europe. I do however like the odd locally brewed beer with friends. I also have a difficult long term relationship with Watford FC. Come to think of it, I do enjoy some “quiet time” occasionally. My favourite business related book is Shoe Dog by Phil Knight.
Offers available through VouchedFor
Contact Steve 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 Steve's clients
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