Industry
Financial Services
EHS and ESG support for financial services firms and fintechs that need to take their compliance obligations seriously — without drowning in unnecessary complexity. Workplace safety, CDP reporting, and ESG advisory delivered without the jargon.
The challenge
EHS in financial services is real — and increasingly scrutinised
Financial services companies are not exempt from EHS obligations because they do not operate factories. Every employer in the UK has duties under the Health and Safety at Work Act 1974. Office and hybrid working environments carry genuine risks: DSE (Display Screen Equipment) obligations, fire safety, mental health and wellbeing, contractor management for building works, and business travel risk all fall within the EHS remit.
Beyond operational compliance, the ESG agenda has made financial services companies some of the most scrutinised businesses in the world. Investors, regulators, and clients increasingly expect credible disclosure — CDP climate questionnaire responses, Scope 1–3 emissions data, and evidence of genuine sustainability governance. Greenwashing is under the regulatory microscope. Getting this right matters.
EHS Protect helps financial services businesses build the compliance and disclosure infrastructure they actually need — proportionate, evidence-based, and credible.
Pillar 1
Workplace health & safety compliance
EHS Protect provides financial services firms with the workplace safety infrastructure they need to meet their legal obligations and demonstrate good governance to regulators and insurers.
- General workplace risk assessment and risk register development
- DSE (Display Screen Equipment) assessment programme
- Fire risk assessment support and emergency planning
- Office and hybrid working policy development
- Lone working and business travel risk management
- Mental health and wellbeing framework support
- Contractor management and safe working procedures
- EHS policy drafting and management system implementation
Pillar 2
CDP reporting & ESG advisory
CDP (Carbon Disclosure Project) reporting is becoming a de facto standard for institutional investors and large corporate customers. Richard holds CDP accreditation and has practical experience navigating the annual disclosure process.
- CDP Climate Change questionnaire preparation and submission
- Scope 1, 2, and 3 GHG inventory development
- Carbon reduction target setting (aligned to SBTi where required)
- ESG data collection and management framework
- Materiality assessment and ESG strategy support
- Sustainability reporting (GRI, TCFD, CSRD alignment)
- Green claims and communications review
Fintech & scale-ups
Built for businesses that are growing quickly
Fintech companies and fast-growing financial services businesses often reach a point where their EHS and ESG obligations outgrow whatever informal arrangements they had in place. A Series B company with 150 employees in a London office has meaningful health and safety obligations. A fintech seeking to onboard institutional clients will increasingly face ESG questionnaires in procurement due diligence.
EHS Protect helps growing businesses build the right infrastructure at the right time — not over-engineered for a company that doesn't need a full-time EHS team, but robust enough to stand up to scrutiny. Engagements are scoped to be commercially proportionate and can be structured as project work, retained advisory, or a combination of both.
Common trigger
Investor or customer ESG questionnaire
Many financial services businesses first engage EHS Protect when they receive an ESG or sustainability questionnaire from an institutional investor or corporate client that they cannot credibly answer. EHS Protect helps you build the data, processes, and narrative to respond with confidence.
Common trigger
Regulatory audit or insurance review
An HSE inspection, an insurance renewal requiring evidence of risk management, or a workplace incident can expose gaps in EHS management that need to be addressed quickly and systematically. EHS Protect provides rapid assessment and remediation support.
Services
How EHS Protect supports financial services firms
Service
EHS Audits & Compliance Reviews
Workplace compliance audit covering health and safety obligations, risk assessment coverage, and documentation. Provides a clear, prioritised action plan — not a list of findings that gathers dust.
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Risk Management
Office risk assessment, DSE compliance, lone working policy, and contractor management frameworks. Practical workplace safety infrastructure that meets your legal obligations and stands up to insurer scrutiny.
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CDP & ESG Reporting
CDP Climate Change questionnaire preparation, GHG inventory development, and broader ESG reporting support. Delivered by an accredited CDP advisor who has navigated the process for clients across sectors.
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Carbon & Emissions Management
Scope 1, 2, and 3 emissions quantification for office-based and hybrid financial services businesses. Includes data collection, inventory development, and carbon reduction roadmap aligned to your commercial strategy.
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ISO Certification Support
ISO 14001 and ISO 45001 implementation for financial services businesses seeking certification as evidence of EHS governance to institutional clients, insurers, or regulators.
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Let's make your EHS and ESG position credible
Whether you need a workplace safety audit, help with a CDP submission, or an ESG framework that stands up to investor scrutiny, EHS Protect can help. Book a free consultation to discuss your requirements.
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