Mortgage, Pensions & Investment Services

Holden Associates have carefully selected partners who are able to provide advice and guidance when choosing a mortgage for your home, a pension for your future retirement and investments to make the most of your money.

It is essential that you regularly review your investment choices and pensions performance.  Careful planning and monitoring for your future has never been more important than it is today in order that you can achieve your retirement goals.

Partnerships For You

Mortgages

Tarleton Mortgage Centre is run by Rachel who offers unbiased, independent mortgage advice.

We have had many happy clients contact Rachel and use the services of Tarleton Mortgage Centre over the years.

Rachel can be contacted on 01772 846147

Pensions and Investments

Chameleon Financial Planning provide investment and pensions advice to our clients.

Chameleon can be contacted on 01257 676514.

Planning For Now and Tomorrow

Our Core Values

Welcome to the online presence of Holden Associates, we are a family run firm of Qualified Accountants, Business and Taxation Consultants, but then you know that, but do you realise that we are just like you, yes that’s right, we are running a business too, it just happens to be an accountancy business.

Trusted

Our advisors and their skills aren’t just tried and tested; they’re trusted too. We’re technically competent, experienced and completely confidential when working with our clients.

Welcoming

We’re not about the corporate feel. We’re a warm, friendly, approachable team who pride ourselves on communicating in layman’s terms – no silly bamboozle, just simple business.

Analytical

Our analytical skills are second to none; we certainly don’t take things at face value and in our industry, a keen eye for analysis can be the difference between standard assistance and excellent services.

Relatable

Contrary to popular belief, accountants are humans too! We’re wholly empathetic and can relate to a variety of life and business experiences to provide an excellent, trusted service.

Approachable

Our door is always open. There’s no question too complicated, and no job too big or small. We want our customers to feel totally comfortable when seeking help and guidance, and they do.

What Our Clients Say

Expert Advice & Latest News

Tax Charge on Company Vans

Rental Expenses – When Can You Claim Relief?

Defer VAT During the COVID-19 Pandemic

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