The future of mass travel in a world of climate crisis

The British public take more than 70 million flights per year1, both for work and pleasure, but often gloss over the associated carbon emissions. Instead we perceive ourselves as ‘green’ depending on whether we cycle to the shops or avoid plastics. In truth, for an individual, carbon emissions from flying dramatically eclipse that from domestic output2: Instead of flying from …

Big pharma

We swallow their pills but lots of us love to hate the pharmaceutical industry. Are we right? Bad Pharma: How Drug Companies Mislead Doctors and Harm Patients was published in 2012 and quickly became a bestseller. Author Ben Goldacre explained how the pharmaceutical industry chose unrepresentative individuals for drugs trials, withheld unfavourable results, hiked prices and wrote academic papers without disclosure …

Absolute Return

Holden & Partners Quarterly Investment Views: Q2 2019 Outlook It is worth highlighting that ‘absolute return’ as a sector is a somewhat disparate collection of strategies, not all of which are directly comparable. In its simplest form, funds with an ‘absolute return’ mandate aim to achieve positive investment returns irrespective of the prevailing market conditions, typically whilst targeting lower levels …

UK Commercial Property

Holden & Partners Quarterly Investment Views: Q2 2019 Outlook We remain positive on the outlook for UK and European commercial property for the following reasons: High and stable yield – Commercial property assets offer the potential for capital growth alongside a secure level of income derived from rents paid by the underlying tenants. In a low interest environment, such as …

Employee financial education

The cost of providing benefits to your employees can be significant. To ensure employees understand the options and appreciate the full value of those important benefits, we design and produce a range of financial education programmes to suit the needs of the business and employees. The critical aim is to allow your employees to make better informed decisions. The programmes …

Group pensions

Pensions are usually the first key component of any employee benefits package. Regulations require all UK Employees to automatically enrol all their qualifying employees into a suitable Qualifying Workplace Pension and make a minimum contribution. We can work with you to help you choose the most suitable pension scheme, whether this is a group personal pension or Master Trust (such …

What is EST investment?

The concept of EST investment EST refers to ethical, sustainable and thematic investment. At Holden & Partners we invest for the long term, which means delivering returns that are both reliable and sustainable. A key part of uncovering investment potential is to identify the trends which are driving global change and anticipate potential opportunities, and risks, that may arise as …

Impact Investment – Innovation or Jargon?

‘Impact investment’ is the newest phrase in the investment lexicon. The industry has never been short of a few buzzwords, and the latest term has garnered the attention of investors, institutions, and the press alike. Currently, only a small percentage of assets globally can be classified as being managed in this way, but what is certain is that the trend is no fad; in fact, it is very serious business.

The Food Revolution

So have you survived? Alongside an alcohol-free ‘dry January’ there has been a trend for ‘Veganuary’ – that’s giving up animal products for the first month of the year. Plant-based diets have been growing in popularity, with the rise of social media stars such as Ella Mills of Deliciously Ella, but also mainstream chefs, like Jamie Oliver, now regularly creating …

I have been a customer of Holden & Partners since its inception. During this time, no matter what the state of the financial climate, I have always found that their advice has been balanced and fair. They have a good understanding of everyone’s individual circumstances and produced tailored strategies to match these needs and expectations.

Duncan B, NHS consultant

I’ve always received high quality, personable advice at a time of my convenience. My adviser has often travelled to my home in order to provide very personal service. The advice given is clear and unambiguous. The risks of different types of investment have been clearly discussed to allow me to make an appropriate decision on the nature of my investment portfolio. This has been of great importance when considering the available investment options for my forthcoming retirement. I have always considered that Holden & Partners is very client centred and they have my best interests at heart. I have been with Holden & Partners since 1996 and have recommended them to friends and colleagues on many occasions.

Michael, Surgeon

Holden & Partners manage our company pension scheme with a totally professional and dedicated approach. They have worked with us over a number of years, and are able to explain the potential ‘minefield’ that is pensions, to make it perfectly accessible for the staff.

Jeremy, Print Management Partner

Holden & Partners offer everything I want from financial advisers. They are highly efficient, independent and trustworthy. They understand their clients and give them a great service. The peace of mind they offer me is invaluable in allowing me to get on with my work and family life.

Peter, director of publishing company

Holden & Partners provide me with a friendly, efficient and personalised service that has been tailored over time to meet my changing needs and priorities. I value their ability to always be one step ahead and lead me seamlessly through the maze of paperwork.

Helen, former Investment Banker

Holden & Partners clearly ‘read’ our financial needs and requirements very well. Most of our queries will have been well anticipated. Where changes of mind are offered, we get practical reasons, not excuses. And outside review periods we have the sense that the vigilance continues on our behalf.

Chris, professional copy-writer

On retirement after 40 years of salaried employment, I interviewed several financial advisers, amongst whom Mark Dodd of Holden & Partners was the nicest and seemingly the most understanding of my investment needs and priorities. Since then my wife and I have had regular (c.6-monthly) meetings with him in order to check and, when necessary, adjust the holdings in our portfolio. This has been very helpful and provided a comforting sense of confidence and security. I have recommended Holden & Partners to others and will certainly continue to do so.

Patrick, retired university professor

It’s easy to feel powerless in the face of global trends such as climate change and environmental destruction. But I feel I regain power as a consumer and a citizen by thinking about where I spend my money and to whom I entrust my savings. I chose Holden and Partners because they were recommended to me and because of their strong track record in ethical investments. It has proven to be a wise choice. Their advisors listened carefully to my needs and created an investment strategy and portfolio that has met and indeed continues to exceed my expectations. The culture of a company also matters to me, I have found their advisors to be well informed and financially shrewd but also easy to speak to and engage with. Many of us find it difficult to trust institutions and organisations these days, but I do trust Holden and Partners to make the right decisions on my behalf.
I would have no hesitation in recommending them to others.

Patrick, Advertising and Marketing Consultant

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Whether it’s a question about your personal finances or how you can invest your wealth more ethically, we are here to help. Call us on 020 7812 1460, email info@holden-partners.co.uk or complete the form: