Financial Advisors
And Wealth
Managers in UK.
Holmes Funding Limited are independent financial advisors (IFA) and wealth managers based in London Since 2000. Global multi-asset management for HNWI’s and Corporations, We serve clients across Europe and Internationally with a variety of financial services, including everything from portfolio management and stockbroking to wealth management and pensions.
View Our Services
Our Services
We call on years of experience and expertise in investment, finance and to help a huge range of clients. We have built up a reputation for the quality of our work and our commitment to customer service. We take the time to understand the specifics of your situation to offer and advice that can really make a difference to you.
To speak to our advisers or to arrange a free consultation, please email us at admin@holmes-funding.com or call on 020719 32912.
Why Choose Us?
We have extensive experience in wealth planning solutions, creating tailored portfolios to suit your goals and help you plan for tomorrow.
- Bespoke wealth management
- Consistent results above industry benchmarks
- Wealth of industry experience
- 24-hour online account access
- Independent advice for broader recommendations to our clients
20+ Years Experience
With over 20 years’ experience in stockbroking, pensions and portfolio management, we’re well equipped to help our clients manage their wealth in a smart and holistic way. We have built a reputation for managing the financial needs of our clients in a proactive and objective manner, and our recommendations are tailored to the individual aspects of your wealth. We appreciate that there’s a lot to think about when developing and implementing a financial plan or investment strategy.
We’ll work with you to define your objectives and target timescales, building a plan that’s designed to cover everything that matters to you, whether that’s taking advantage of tax allowances or reliefs, retirement planning or saving for your children’s’ futures. As your needs or circumstances change, we’ll manage your strategy accordingly.
Meet with us to discuss your portfolio management opportunities by getting in touch via the form on our contact page to book an appointment or calling us on 020719 32912.
To discuss your portfolio management opportunity
Get in Touch
Second Homes or Luxury Holidays,
We Can Plan Your Wealth
Whether you’re looking to invest in a second home, want advice for tax-efficient pension planning or estate planning guidance, our team has the experience and industry knowledge to provide you with specialist guidance that’s tailored to your own circumstances.
Book an AppointmentOur Partners
Client Testimonials
“I first met Phil Simmonds about 6 years ago when I was introduced to him by a very good friend.
Since then Phil has provided me with very sound, and very timely financial and investment advice through Holmes Funding Limited. Phil handles my matters so efficiently – guiding me through each step of the process.
I have no hesitation in recommending Phil and the Holmes Funding Limited for financial and investment advice.
With my very best wishes,
“A diligent, conscientious and bespoke service, catering for all of my investment, tax planning and personal needs.
I wouldn’t think twice about recommending Holmes Funding Limited to anyone.”
“We have used Phil’s services for over 20 years with various financial institutions and have always appreciated his hard work and expertise regarding our investments.
“We transferred our portfolio to Holmes Funding Limited in 2009 from one of the larger investment houses in London due to dissatisfaction with the service and performance results.
“If any person who reads this is thinking of appointing Phil and/or Holmes Funding Limited as their investment and financial advisers, please do not hesitate as I am sure you will be very satisfied with Phil’s advice and the highly personalised service that Holmes Funding Limited provides to its clients.”
“Holmes Funding Limited now manage my investments and financial affairs in a much simplified yet more personalised manner, with regular quarterly meetings to update me as to performance and progress…
Phil is always available to discuss matters and I would highly recommend his services.”
“We have continued to work (since 2009) with Phil not only for his advice and understanding of our needs, but for his practical knowledge and right up to date understanding of what is happening around the world markets. Phil’s work for us provides more than enough evidence of his dedication to his work and to his clients.
“Phil Simmonds has managed my savings and investments for over 15 years now and I consider myself very fortunate to have met him all those years ago. He is extremely knowledgeable, has excellent judgement in handling investments, is reliable and very conscientious and hard-working. He has proved to be a very safe pair of hands in handling my investments and I can recommend his services very highly.”
“Phil Simmonds has been my personal wealth manager and financial planner since 2006. His performance with my investments has been consistently productive, balancing steady growth with safety during turbulent markets. I feel that my hard-earned savings are safe and growing steadily under his very competent stewardship.
Phil’s personal service and attention to detail is second to none.
Holmes Funding Limited’s fees are transparent and competitive.
I have no hesitation in recommending Phil’s expertise in personal investment management and wealth planning.”
I have known Phil Simmonds for over 12 years. Holmes Funding Limited provides me with unbiased investment advice which, in my opinion, is essential for allowing me to make focussed investment decisions.
I have absolutely no qualms about recommending anyone that’s requests investment advice to Vincent or indeed Holmes Funding Limited.
Subscribe to our Newsletter
Sign up for Holmes Funding Limited
Wealth Management news and tips