We are committed to minimising the impact of our business on the environment and aim to engage in positive activities that have a lasting benefit on society.

Charitable Partnerships                                     

  • We actively support two charities: Trees for Cities and Richard House Children’s Hospice.
  • Fund raising initiatives are encouraged and supported. Six members of staff took part in the London Triathlon in 2019 to raise money for Richard House Children’s Hospice.
  • We encourage staff to take part in two volunteering days per year.

Promotion of environmental and social investment to clients

  • A key feature of our ethical, sustainable and thematic (EST) investment philosophy is the identification of a set of global themes, typically environmental or social in nature, which are driving change, and investment in the assets, sectors and businesses that are best placed to capitalise upon them.  This is often called ‘thematic investment’.
  • By identifying these trends, we invest in areas that present opportunities for structural growth yet mitigate risk by avoiding the threats that these trends pose.  We believe that this should lead to superior financial returns over the long-term.
  • The environmental and social themes behind most thematic investment funds include population growth, rising wealth in the developing world, natural resource and energy scarcity, and climate change.  These themes have resulted in investment by governments and institutions in the resource efficiency, clean energy, water, waste management and healthcare industries, to name a few, opening-up an abundance of opportunities for private investors.
  • At Holden & Partners, we utilise a comprehensive and detailed EST questionnaire which is designed to establish each clients’ preferred investment style, alongside any specific areas that a client wishes to avoid or emphasise within their portfolio.
  • Within this process, our in-house investment team carefully select funds which we believe will deliver sustainable returns in a manner which will not supersede the values, or financial goals, of our clients.  Environmental and social factors are a key consideration in this process, as they have the potential to be financially material, and their impact should be highlighted to clients.
  • Not only can this approach reap significant social and financial rewards, the diversification benefits of analysing opportunities according to their EST characteristics are dramatic and can considerably reduce investment risk.

External promotions that benefit the environment and society

  • Since the inception of Holden & Partners, our clients have supported a variety of renewable projects from early stage wind farm developments through to solar parks, hydro power schemes, and tidal power technologies, as well as several social investment tax relief schemes (SITR) throughout the UK.
  • Holden & Partners have sponsored Good Money Week; an event organised by UKSIF which is an organisation that raises awareness of sustainable, responsible and ethical finance.
  • We also sponsor the Proms at St Jude’s; a community festival of music and culture that raises funds for disadvantaged young people.

Memberships

  • We are members of the UK Sustainable Investment and Finance Association (UKSIF) which promotes responsible investment and other forms of finance that support sustainable economic development, enhance quality of life and safeguard the environment.
  • We are also members of the Green Alliance; a UK think tank that aims to make the environment a central political issue for policy makers.

Our office

  • We source all our energy for our office from the renewable energy supplier, Good Energy.
  • We actively promote recycling both internally and with our suppliers.
  • We encourage use of iPads in client meetings to reduce the need for paper print outs and all staff are encouraged to ‘think-before-you-print’.
  • Where possible, recommendation letters to our clients are sent via email.
  • We actively try to reduce the amount of paper used and all correspondence and files are electronically saved and backed-up in secure systems.
  • Computers and monitors are switched off during out of office hours.
  • Fairtrade products are purchased where possible.

Staff engagement

  • We actively encourage our employees not to travel by road and currently all staff travel by bicycle or public transport to work.
  • We offer employees the ability to buy bicycles and equipment using the cycle to work scheme.
  • Our staff have the option of investing in ethical, sustainable, and thematic funds through the staff pension scheme.
  • Employees have the option to Give-As-You-Earn (GAYE). Holden & Partners will match any contribution up to £25 per month.
  • We receive a fruit basket twice a week to help encourage healthy eating within the office.

 

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

Read all our testimonials

Contact us

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: