by Joshua Shaxson, Adviser Support

Following our article late last year explaining our involvement with Trees for Cities, we thought it would be a good idea to show what we as a business are doing to reduce our impact on the environment.

As financial advisers, you may wonder how we as a firm can reduce our environmental impact. We do not cause noise pollution (some individuals in the office may in fact contribute…), we don’t directly contribute to air pollution (unlike the transportation industry for example) and as a relatively small firm with less than 30 employees, our levels of waste aren’t that of a multinational conglomerate.
However, where we can reduce our impact, we try to do so.

We encourage employees to think before they print, and where client information has been requested from providers, if this can be sent securely via email, this will of course be preferable to a postal copy.

No one in the office drives to work, and almost 25% of the office regularly cycle into the office. Holden & Partners offer the Cycle to Work scheme to help encourage those want-to-be “Wiggins”.

One of the easiest things that can be done to conserve energy usage is to turn off our computers at the end of the working day. If all computers were shut down tonight instead of being put into sleep mode, enough energy would be saved to light the Eiffel tower for 24 hours a day, for the next 720 years!

Over the course of 2018, we generated over 4 tonnes of waste (4,220kg to be precise). However, we are pleased to say that 100% of this was recycled.

As you will see below, this consisted of mainly waste paper (3,080kg) and meant CO2savings of 5,780kg and a total of 51 trees saved.

Our target for 2019 is to reduce the total waste that we produce by 5%. A monthly email is circulated in the office providing information on our year on year waste levels to ensure no one forgets the goal. We will be sure to report on our success at meeting this target early in 2020!

My wife and I really value the advice and support we’ve received over many years. Our key contact is Tim Cosway, whose friendly and calm manner is a real plus. He also involves team members who are equally committed. We particularly value that their approach is that no question is stupid – we always receive a clear and helpful explanation. We have full confidence in the team’s management of our finances and definitely recommend them.


We have consulted Holden and Partners for 10 years.  Having been in financial disarray because of poor advice from our previous financial advisor, we have Tim Cosway to thank for digging us out of a deep financial hole.  As a result of his painstaking tenacity pursuing a claim against our former financial advisor through the Financial Ombudsman Service, which resulted in substantial compensation, we can anticipate a comfortable retirement.  We continue to take Tim’s advice on all financial matters.  He is a pleasure to deal with, and we whole heartedly recommend Holden and Partners, and Tim in particular.

Mike & Jacque

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

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 or complete the form: