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You are here: AFI Panellists

Adviser Fund Index: Panellist

The Adviser Fund index, or set of indices, are designed to act as indicators of the UK funds market. The AFI provides a benchmark against which the investment community can compare fund portfolio performance, as well as offering a relevant flagship index for the funds market.

Select one of the Panellist below for further information.

Company Name
AFH Independent Financial Services Ltd Leonid Nji
Beckett Financial Services Samantha Owen
Chelsea Financial Services Darius McDermott
City Asset Management Michael Paul
Dart Capital Limited Richard Whitehead
Dennehy Weller & Co Ltd Brian Dennehy
Equilibrium Asset Management LLP Mike Deverell
Fiducia Wealth Management Gordon Kearney
Gemmell Financial Services Limited Matthew Masters
Holden & Partners Amelia Sexton
Minerva Fund Managers Limited Paul Warner
Murdoch Asset Management Austen Robilliard
Rowan Dartington Tim Cockerill
Saunderson House Ben Williams
Save & Invest (Financial Planning) Limited Jeffrey Deans
The Share Centre Andy Parsons
Whinchat Financial Planning Ltd Christopher Wise
Whitechurch Securities Limited Jonathan Moyes
Holden & Partners Photo of Amelia Sexton
Holden & Partners are independent chartered financial planners and investment advisers based in London, the South East and East Anglia.

We advise individuals, charities, trusts and companies and have a particular specialism in green, ethical and socially responsible investing. Understanding exactly what each client is trying to achieve, the delivery of a tailored solution and personal service are core objectives of the firm.
Company Name Holden & Partners
Company Website
Year Established 2003
Client Base 700
Funds Under Management (£) 150m
Number of Employees 17
Number of Offices 1
Annual Company Turnover (£) 1.8m
Area Service available
Investment Yes
Pensions Yes
Life Assurance Yes
Tax Planning Yes
Corporate Yes
Mortgages Yes
Healthcare Yes
Offshore/Expats Yes
ISAs Yes
Name Job title
Tim Cosway Managing Partner
Peter Holden Partner
Amelia Sexton Investment Manager
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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