Chapters Financial | The Planet Mark

Chapters Financial

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

This is Chapters Financial’s ninth year of business carbon footprint reporting. Chapters Financial’s total carbon footprint in the year ending June 2020 was 4.3 tCO2e, a decrease of 28.4% from the year ending June 2019. The relative carbon footprint was 1.4 tCO2e per employee, a decrease of 4.6% compared to last year’s report.

Steve Malkin, Founder and CEO of The Planet Mark, commented: “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, Director at Chapters Financial, said: “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 The Planet Mark in providing us with a platform to achieve this.”

Certification to The 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 committed to transparent communication, as it is essential for accurate transformational change.

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.



The Planet Mark

This is to certify that Chapters Financial has achieved a reduction in its carbon footprint and is committed to continous improvement in sustainability.

Valid to 30 September 2021

Steve Malkin
The Planet Mark

Sir Tim Smit KBE
The Eden Project


28.4% absolute carbon reduction

4.6% carbon reduction per employee

We are committed to reducing our carbon emmissions yearly so that together, we can all halt climate change

  • Total carbon footprint 4.3 tCO2e
  • Reporting boundary : Hadleigh House, 232 High Street, Guildford, GU1 3JF
  • Emission sources : Electricity, elec T&D losses, natural gas, water, waste, travel and paper
  • Reporting period : 1 Jul 2019 –30 Jun 2020


3 FTE employees

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


We recognise that transparent communication is essential for transformational change and we quantifiably report on