Terms of use

This client portal is provided by IRESS XPlan on behalf of Holden & Partners*. The system has a level of data protection that meets the requirements of the General Data Protection Regulation (GDPR).

You can only access your own valuation with your own personalised login details.

The assets shown reflect the entries made on the firm’s back-office system – XPlan. Should recent trades have been carried out, it is possible that these may not be reflected on XPlan.

The values of assets held reflect the latest prices available to the system. Many of these prices are updated automatically daily, whilst some are updated manually whenever price information becomes available. Although every effort is made to keep this information up-to-date, the assets held and their values may not be accurate. You should not use this information as a basis for taking any investment decisions, nor as a basis for making any tax calculations or tax returns.

Should you note any anomalies or errors, or you wish to make changes, please do let us know us by contacting your adviser via the ‘Contact Us’ button. On receipt of the communication we will respond as soon as we can.

*Holden & Partners is a trading name of Peter R T Holden & Partners LLP and is authorised and regulated by the Financial Conduct Authority.

t: 020 7812 1460 w: holden-partners.co.uk Registered in England number OC318393.  E. & O. E.