For those seeking transparency and maximum impact in their pension, savings and investment choices.
Our market-leading ethical financial advice services are designed to manage your wealth while investing in what matters most to you.
We are dedicated to operational excellence and achieving the highest standards of quality, driven by a core commitment to honesty and integrity.
Our first duty is to our customers. A dedicated team of professionals diligently upholds compliance standards while delivering exceptional customer care.
If you are seeking a modern approach to your pensions and investments, financial advice, wealth management or retirement planning — and want to contribute to a more sustainable future — book a free, no-obligation consultation with us to explore your options.
Being Chartered reflects our public commitment to upholding aligned ethics and values, delivering expert advice supported by qualifications and ongoing professional development, and prioritising positive customer outcomes. By working with a firm of Chartered Financial Planners, you can trust that you’ll receive expert advice, exceptional service and dedicated support.- Path is a certified B Corp™, meeting the highest standards of verified social and environmental performance, public transparency and legal accountability to balance profit and purpose.
- Path is proud to be the first financial advice firm to have received the Best Buy label from Ethical Consumer – the gold standard for guaranteed ethical shopping.
INSIGHTS
Expert insights and analysis from our strategists and investment professionals, offering perspectives on emerging trends and key topics shaping the future of positive impact.
How to Reduce Inheritance Tax: A Practical Guide to IHT Planning
Inheritance tax doesn’t have to eat into your family’s legacy. Many people pay more than necessary simply because planning gets delayed. This practical guide explains how inheritance tax works and reveals legal strategies to reduce your future liability. Discover how timing, asset structure, and careful planning can save your loved ones money — and why acting early is often the key to success.
Sustainable & Regenerative Agriculture
Sustainable and regenerative agriculture are transforming global food systems while addressing climate and soil challenges. For retail investors, these approaches offer exposure to long-term trends in AgTech, ESG, and impact investing. Learn about opportunities, risks, and how innovation may shape the future of farming.
Managing long-term risks with stewardship
Climate change is no longer just an environmental issue — it is a system-level financial risk. Through engagement and voting, investment stewardship is proving to be one of the most effective ways to strengthen company resilience, protect long-term returns and drive real-world change where divestment often falls short.
What to do with a large redundancy payment: turning uncertainty into opportunity
In the UK, redundancy pay is tax-free up to £30,000. Anything above this is taxed as income.
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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.