Skip to content

Leading ethical financial advisers and wealth managers, investing in people and planet.

If people are really serious about being sustainable, then they need to look at where their savings and investments are. Everything else – recycling, going vegan, etc – is a bit like window dressing in comparison…

– Jo Zaremba

Path Customer - Andy Middleton
Becky and Roy Francomb – grandparents who want their pension to make a difference and help tackle climate change

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.

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.

path-video-overlay
Watch our latest TV advert

Working with us you will:

Gain a clear understanding of your personal and financial objectives

Have a written plan with clearly defined goals

Develop a sense of progress towards your objectives

Understand your attitude to risk and get a portfolio tailored to your own needs

Have a regular review process to keep you on track

Develop a personal relationship with a trusted adviser

Know you are dealing with an organisation who are transparent and caring

Your first consultation is completely free of charge.

Whether face-to-face or virtually, we are setup to provide you with the very best service.

After booking your free consultation you’ll first receive an initial orientation call from one of our experts who will be able to answer any questions you have. We’ll ask you a few questions about what you’re looking to accomplish and set up a meeting with one of our Financial Planners. The Financial Planner will send you a meeting confirmation and any relevant resources to review before your meeting.

As featured in

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.

logo-cisi-black
logo-pps-black
UKSIF
Powered by 100% Renewable Energy
logo-cisi-black
logo-pps-black
UKSIF
Powered by 100% Renewable Energy

Join our mailing list

    I agree with the storage and handling of my data by Path Financial in accordance with their Privacy Policy.

    Follow us:

    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.

    © 2022 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.