Holmes Investments Ltd was founded in 2008. The company has a major focus on client care and service, which we believe to be crucial. Our company has grown strongly since inception and has established itself as one of East Midland’s leading Independent Financial Advisers.
Whilst the financial services industry is constantly changing our aim remains the same – to provide outstanding service to our clients in a personalised and professional manner. Holmes currently looks after over 500 clients and has in excess of £140 million of clients’ assets under management.
In 2016 Throgmorton Wealth Management Ltd purchased Holmes Investments Ltd, establishing an administration centre at our office on the Friars Well Estate at Wartnaby, Melton Mowbray.
