History

Holden & Partners was formed in 2003 by Tim Cosway, Mark Hoskin, Mark Pate, Steve Pyne and Peter Holden, having worked closely together for many years at Holden Meehan (which was purchased at that time by Bradford & Bingley).

The business was established to create a fee based financial planning and ethical wealth management service. It was also established to build on the expertise that we had developed previously in the socially responsible investment field. Prior to the take over by Bradford & Bingley, Holden Meehan had produced five guides to socially responsible investment, which are the forerunners to our “Guide to Climate Change Investment”.

Our expertise was strengthened in 2005 by the addition of Giles Chitty to the partnership, one of the pioneers of ethical investment.