Financial services

Chapters Financial

Chapters Financial is a Surrey based chartered firm of financial planners and independent financial advisers. Chapters has noticed client demand for greater transparency and clarity in the way investments are made and responded with a robust sustainability strategy.
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10 years




Location-based total carbon footprint

Reporting Boundary: Chapters Financial Limited Operations

Emission Sources: Electricity. T&D Losses, Natural Gas, Travel, Waste, Paper

Reporting Period: 01 July 2021– 30 June 2022

4.0 tC0₂e

Location-based total carbon footprint per employee

1.0 tC0₂e

Market-based total carbon footprint

3.7 tC0₂e

Market-based total carbon footprint per employee

0.9 tC0₂e


FTE employees

We engage our employees and wider stakeholders to unlock their talent and knowledge to drive year on year progress in sustainability.



UN Sustainable Development Goals

We recognise that transparent communication is essential for transformational change and we quantifiably contribute to 6 SDGs.


Certification story

Chapters Financial, a Surrey based chartered firm of financial planners and independent Financial Advisers, has achieved Planet Mark Certification with an enormous cut in its carbon footprint. 

Achieving Planet Mark is based on the commitment to continuous improvement in sustainability in its business operations by measuring and reducing its carbon footprint and engaging its stakeholders. 

Chapters Financial works continuously to engage its employees and wider stakeholders to unlock their talent and knowledge to drive year on year progress in sustainability. It has also made a commitment to transparent communication, as it is essential for accurate transformational change.

Steve Malkin
Planet Mark
“I’m delighted to see the continued progress of Chapters Financial. The financial planning industry has a huge role to play in shaping a sustainable future, and Chapters is doing great work in walking the walk on sustainability. Such impressive reductions in carbon are so encouraging to see, especially after nine years with The Planet Mark. Chapters are truly a sustainable pioneer.”
Esther Dadswell
Chapters Financial
“Client demand for greater transparency and clarity in the way investments are made has been growing over the last few years as ESG begins to enter the centre stage of all of our lives. Chapters Financial has been working with The Planet Mark to play our part in reducing carbon emissions as a business continuously over the last nine years. All businesses are part of a chain of transactions, either locally, nationally, or internationally. We are proud to have, in our own small way, been involved in helping in the overall process of change. Thank you to Planet Mark in providing us with a platform to achieve this.”

The demand for ethical and sustainable financial investment has never been stronger. From individuals to global organisations, increasingly people are looking to invest their money in a future-resilient manner. Financial planners must not only begin to offer sustainable portfolios more regularly, but also be able to demonstrate a commitment to sustainability throughout their organisations. 

Through Planet Mark, Chapters Financial has protected an area of endangered rainforest thanks to Cool Earth; a charity working alongside rainforest communities to halt deforestation. Its pledge through Cool Earth directly supports the Asháninka community in Central Peru.

It has also helped the Eden Project – an educational charity building connections with each other and the living world, exploring how we can work together towards a better future.

Future targets

Reduce carbon emissions by at least 2.5% each year

To recertify next year Chapters Financial must reduce emissions by 2.5%.

Aim to reduce carbon emissions by 5% each year

A 5% year-on-year reduction is the target reduction recommended by Planet Mark.

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