The Path Competitors

Holden & Partners are an independent financial adviser (IFA) primarily based in London (Farringdon), the South East and East Anglia. We provide financial planning, wealth management, and investment advice to individuals, charities, trusts, and companies. We are a firm of Chartered Financial Planners (CFP). Our aim is to protect and grow the wealth of our clients. Where possible, we encourage investment in sustainable and responsible opportunities through our investment process based on the UN's Sustainable Development Goals, embedding Environmental, Social and Governance (ESG) principles. We believe this approach will have a positive impact on wider society and the planet as a whole. We know every client has different requirements. It is only by understanding each individual's values, their attitude towards risk, and their expectations of return that we can truly make a difference.

Our Mission CDC provides bespoke financial solutions to high and ultra high net worth individuals. We aim to give confidence, reassurance and complete satisfaction founded upon long term working relationships with our customers, their families and in partnership with their other professional advisers. Our Vision Our aim is to work as a trusted partner to deliver independent financial advice which continually exceeds our customer expectations. We will do this by building long term relationships with our customers, truly understanding their needs so we can deliver innovative and tailor-made financial solutions which are in tune with their changing lifestyles and circumstances. Our Ethos CDC follows an ethos that by providing quality solutions backed by friendly and courteous service this helps to build a relationship based on trust between adviser and customer. If CDC can execute this flawlessly time after time, customers will reward us with more of their financial planning needs and those of their friends, colleagues and families. For more information on our services and what makes us different, visit our website at www.cdcwm.com

Adrian Cook set up ASC Financial Solutions in September 2007 with the aim to provide a tailored, bespoke service for your individual needs. We now advise many clients and have millions of funds under management. ASC Financial Solutions Ltd is a firm of Financial Advisers based in Milton Keynes, Bucks. We provide unbiased advice covering many aspects of financial planning. Our clients benefit from our advice on the a range of services. Whether it be investment advice, retirement planning or financial protection advice to name a few, we have many years of experience in finding the most suitable solution for your needs. We provide advice and guidance following a personal/business financial review with a discussion as to your aspirations before moving on to a thorough financial review. There is no charge for our initial meeting. Following your initial financial review with a fully qualified adviser, they will take the time to consider your situation and needs before producing a detailed report. We have advisors located in Milton Keynes offering a range of services from the whole of market. We are not tied to certain providers which allow us to offer an impartial service tailored to you.