Holder & Combes Reviews
Rated 4.7 based on 43 Reviews
Financial Services in London
20 Little Britain, London EC1A 7DH
Published on
January 8, 2024
Last updated
July 10, 2025
Holder and Combes appears to have cultivated a strong reputation for providing personalized financial advice and services. Reviews consistently praise the tailored approach to individual financial situations, demonstrating that the company excels in creating clear and realistic plans for their clients. The advisors, principally cited as Scott, Nick, Justin, and Ed, are repeatedly commended for their professionalism, expertise, and patient demeanor. Visual aids and color-coded slides to assist in the understanding of complex information indicate an attentiveness to various client learning styles. It is also clear that timely and responsive communication is a significant aspect of the customer experience, with clients feeling reassured and empowered in their financial decision-making. Trust and long-term satisfaction emerge as recurring themes, with mentions of clients using their services for substantial periods and the company's ability to manage expectations effectively. The company's expertise extends to intricate cases, such as complex remortgages and investment management, reflecting its high-level proficiency in diverse financial scenarios.
Holder and Combes take the time to understand each client's unique financial priorities and create clear, realistic plans that align with their goals and risk tolerance. They use tools such as color-coded slides to assist clients in understanding their options, ensuring the financial advice provided is both personal and comprehensible.
Yes, Holder and Combes are adept at managing complex financial scenarios including intricate remortgages, demonstrating their expertise in navigating adverse market conditions and delivering satisfactory outcomes that align with client requirements.
The financial advisors at Holder and Combes are noted for their responsiveness and clear communication. Clients feel comfortable asking questions and are reassured by the prompt and understandable advice provided, indicating strong communication as a cornerstone of their service.
We are a financial planning firm determined to help our clients find the very best solutions. We advise on tax, investments, pensions as well as mortgages and insurance where required.
