Holden & Partners

The Piano Works
117 Farringdon Road

Contact Person

Andrew Macguire
Financial Planner
020 7812 1460
DescriptionTo continue Holden and Partners’ development as a modern 21st century ethical financial planning & investment firm, using technology to appeal to all generations with excellence in both client service & satisfaction at the heart of what we do.ApproachOur approach to sustainable finance continues to be forward-thinking. We were an early entrant having provided advice on Ethical, Sustainable and Thematic (EST) investments since our inception in 2003. We pride ourselves on the fact that we have always believed our approach to sustainable finance, which considers issues such as resource efficiency, clean energy and the environment, would ultimately provide positive returns. We believe that the inclusion of ESG factors in investment decisions is essential in the pursuit of long-term out-performance and mitigation of risk. We offer a variety of EST portfolios that enable clients to direct their wealth towards sustainable solutions. Our process utilises a range of collective funds which follow different ESG mandates, deploying a mixture of negative screening and positive ESG integration into their analysis. This approach and the funds themselves seek out companies providing solutions to environmental issues, whilst screening out companies that engage in unethical practices. Where appropriate, we have a history of investing in smaller-scale alternative projects such as wind, recycling, waste and solar which take advantage of tax-related benefits. Sixteen years on from our inception, we continue to put our EST proposition at the forefront of our investment offering.