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We are leading ethical financial advisers & wealth managers.

Financial performance for you and the planet, from purposeful experts.

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who we are

We are leading financial planners who want to help you and your money make a positive change for people and planet.

We started with the idea that pensions, savings, and investments could be used as a force to reverse climate change. To find out how we want to make a difference learn more about our ethos.

Leading ethical financial advisers who grow your wealth while investing for people and planet

what we do

We provide sensible financial advice aligned to your personal values and are experts in sustainable and impact investing.

Investing with Path provides a focus on your personal circumstances, your principles, and the global issues most important to you. Learn more about our Pensions, ISAs, Investments, Financial Advice, Retirement Planning and Wealth Management.

We provide sensible financial advice aligned to your personal values and are experts in sustainable and impact investing.

how we do it

We want every step we take in our financial planning to have a positive impact on climate change. Your values are prioritised, without compromising on financial performance.

Our positive impact mission affects everything we do, from looking after our clients and the advice we give, to how we run our business and our passionate team that make it possible. Learn more about us.

Customer success stories

We want every step we take in our financial planning to have a positive impact on climate change. Your values are prioritised, without compromising on financial performance.

where your money can help

Your pension, savings and investments can help create new technologies, provide education, supply clean water, build wind farms and save lives.

Your pension, savings and investments can help create new technologies, provide education, supply clean water, build wind farms and save lives.

What a £100k ethical investment could achieve in one year:

Avoid CO2 emissions

tonnes of CO2 emissions avoided

Make medical interventions

medical interventions

Power homes with renewable energy

homes with renewable energy

Provide education

hours of education

The way forward

Wherever you are on your financial journey, we are here to help.

We’ll make sure you achieve your goals without ever compromising on your values and ensure a purposeful legacy for you and your family.

If you feel this is the right path for you, then please contact us for more information.

Wherever you are on your financial journey, we are here to help.

RISK WARNING:
As always with investments, your capital is at risk. The value of your investment can go down as well as up, and you may get back less than you invest. This information should not be regarded as financial advice.

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UKSIF
We declare a Climate Emergency
The Path is a Living Wage Employer
Powered by 100% Renewable Energy

The Path Financial Limited. Registered in England. Company No. 11583740. Registered office address: The Path Financial Limited, Watch Oak, Battle, TN33 0YD.

Authorised and regulated by the Financial Conduct Authority. The Path Financial Limited is entered on the Financial Services Register https://register.fca.org.uk under reference 827270.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

© 2021 The Path Financial Limited. All rights reserved.

Created specifically for customers looking to tackle the climate emergency with their pensions and investments, money invested in the Path Climate Solutions Portfolio is not just aligned with UN Sustainable Development Goals (SDGs), it’s focused on tackling climate change.

The Path Climate Solutions portfolio is the optimal choice for helping to tackle the climate crisis. It’s not just green, but deep green. It’s the best climate solutions tilt to a portfolio, whilst also offering the prospect of superior investment returns.

If you’re interested in finding out more about our Climate Solutions Portfolio, book your free consultation with one of our Financial Planners today.