Services
At Holmes Funding Limited, we offer a wide range of wealth management services ideal for a huge variety of clients. Whether you need advice relating to your pension, investments or portfolio, our team has the expertise and experience to help you with anything that you need. Read on to find out more about the variety of services that we can offer you.
Portfolio Management
Our tailored service helps you manage your portfolio of investments and products. We can provide advice and assistance on everything from tax-efficient investments through to advisory management, and managing financial products such as ISAs and self-invested personal pensions.
Wealth Management
We provide bespoke, personally tailored wealth management services, ideal for dealing with everything from investments and tax mitigation to pensions and estate planning. We take an integrated and holistic approach to focus on smart long-term wealth management.
Pensions
Whether you are looking for 3 stage planning, bespoke pension planning or simply more information on the options available to you, Holmes Funding Limited offers in-depth advice. We can review your current arrangements and ensure you achieve a comfortable and tax-efficient retirement.
Stockbroking
If you are looking for any kind of stockbroking advice, the team at Holmes Funding Limited has over 30+ years of experience.
Our Recent Investments
Sector Industrial Tech
Location Germany
Investment date November 2019
All4Labels makes sophisticated labels used by leading manufacturers in sectors such as home and personal care and food and beverage.
Sector Healthcare
Location Sweden
Investment date October 2019
Aleris provides high quality healthcare services including emergency rooms and radiology
Sector Business Services
Location Norway
Investment date December 2016
DeepOcean is an integrated provider of safe, high quality, innovative services and technologies for the subsea industry
Sector Healthcare
Location Germany
Investment date December 2020
Germany's alliance for outpatient orthopedics
Sector Business Services
Location Germany
Investment date May 2019
A leading global provider of reusable packaging solutions for fresh foods.
Sector Healthcare
Location United Kingdom
Investment date August 2019
Pharmanovia is a fast-growing specialty pharmaceutical company, commercialising and marketing iconic branded prescription medicines around the world
Sector Industrial Tech
Location Germany
Investment date October 2020
A global specialist to control extreme forces throughout the drive train
Sector Industrial Tech
Location United States of America
Investment date March 2021
Acre security is a global leader in the delivery of resilient digital and physical security solutions
Sector Industrial Tech
Location Germany
Investment date August 2014
Arvos Group is a leading global supplier in the new equipment market and aftermarket services
Sector Business Services
Location United Kingdom
Investment date March 2024
Assemblin Caverion Group (“ACG”) is a leading Northern European multi-technical service and installation group
Sector Healthcare
Location Netherlands
Investment date August 2021
A leading focus clinic chain for plannable healthcare
Sector Industrial Tech
Location Germany
Investment date February 2018
BFC is a tier-2 automotive supplier of metal-based clamping profiles for vehicle door, trunk and other body seals (“weatherstrips”)
Sector Business Services
Location Germany
Investment date July 2022
The natural refrigeration alliance
Sector Healthcare
Location Italy
Investment date November 2017
Established in 1825, Bormioli Pharma is a leading Italian pharma primary packaging manufacturer
Sector Healthcare
Location United Kingdom
Investment date April 2022
A global, specialist pharmaceutical Services and Products company
Sector Industrial Tech
Location Luxembourg
Investment date June 2011
DYWIDAG is a global market leader in geotechnical and post-tensioning control systems
Sector Healthcare
Location Finland
Investment date June 2022
Esperi Care is a leading residential care provider in Finland
Sector Industrial Tech
Location Denmark
Investment date September 2021
FairWind is a service provider for wind turbine manufacturers
Sector Industrial Tech
Location Germany
Investment date October 2016
A European market leader for energy efficient air technology solutions
Sector Industrial Tech
Location Norway
Investment date October 2014
Flokk is one of the leading office chair manufacturers in Europe
Location Denmark
Investment date June 2021
Geia Food is the leading supplier of food concepts in Scandinavia
Sector Industrial Tech
Location Norway
Investment date December 2017
Glamox is a Norwegian industrial group that develops, manufactures and distributes professional lighting solutions for the global market
Sector Business Services
Location Finland
Investment date January 2023
Habeo Group is a Finnish building installation services company
Sector Business Services
Location Sweden
Investment date October 2020
A leading Nordic digital transformation company
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