Holden & Partners is delighted to announce that we have been certified as a ‘B Corporation’.

B Corporations, or B Corps, are companies that value purpose alongside profit and promote a better way of doing business to build a more inclusive and sustainable economy. In order to attain the certification, Holden & Partners has been independently evaluated against high global standards of social and environmental performance, public transparency, and legal accountability1.

B Corps is the only certification that measures a company’s entire social and environmental performance2 and is carried out by B Lab, a global non-profit organisation. You can find out more about B Lab and the independent evaluation here.

The community of B Corps work towards reducing inequality, lowering levels of poverty, achieving a healthier environment, stronger communities, and the creation of more high-quality jobs. In short, the B Corp certification brings like-minded businesses together to use their profits and growth to reach a greater goal. We are thrilled to join the ranks of companies around the world that are leading the shift towards a new economy, that is better for employees, society and the environment.

Our Managing Partner, Steven Pyne commented that, “We are very proud to be have been awarded B Corp accreditation and to be joining a growing movement of businesses which seek to create a better world both in terms of our environmental impact and the responsibility we all have to our fellow citizens. It is an especially important moment for Holden & Partners as ethical and responsible investing has been an integral part of our firm since our inception in 2003.”

Josh Shaxson, Paraplanner and Head of the Environmental Team, added, “The rigorous assessment involved with becoming a B Corp delves into all aspects of the business. We are fortunate that everyone in the office believes in the inspirational B Corp philosophy – it certainly gave us great position to build from.”

Our new certification coincides with the launch of our new company strapline: “Planning for a Sustainable Future”. This cements our commitment to remaining at the forefront of responsible business practice and ensuring that the needs of tomorrow are not compromised by today’s actions.

We will apply for re-certification every three years to ensure we continue to meet B Corp’s challenging assessment criteria.


We have received lots of positive feedback about our weekly updates. If you’ve found them useful and informative, we would be delighted for you to share them with friends, family and work colleagues. We are always keen to spread the word about our unique approach to financial planning and investing.


Content of the articles featured in this publication is for your general information and use only and is not intended to address your particular requirements. They should not be relied upon in their entirety and shall not be deemed to be, or constitute, advice. Although endeavours have been made to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No individual or company should act upon such information without receiving appropriate professional advice after a thorough examination of their particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of any articles. Thresholds, percentage rates and tax legislation may change in subsequent finance acts.


1 https://youtu.be/tlxZjnBEsaI
2 https://bcorporation.eu/certification?_ga=2.187639456.988812319.1592846866-1991478327.1592846866

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.

Howard

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

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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: