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Green pensions & investments

Ethical financial advice & wealth management

Experts in ethical, ESG and impact strategies

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Financial Advice
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Ethical Financial Advisers Path Financial are a B Corp Best For the World company

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I came to Path simply looking to switch to an ethical pension but I got much more.

Luke

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It was easy, informative and a pleasure working with Path.

Deborah

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On first contacting the Path I was struck by how responsive and personable it felt.

Emmie

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Consummate professionals – a perfect blend of purpose and performance. 

Charlie

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Path has a great approach – Luke took the time to listen and recommend appropriate advice for my financial position and my values.

Rachel

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If you’re looking for purpose driven investments with someone you can trust – look no further.

Becky
Ethical Financial Advisers Path Financial featured in The Times
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We are leading ethical financial advisers who grow your wealth and invest in people and planet.

Our pensions & investment, financial advice and wealth management services are for individuals who want to create a better, more sustainable future for all. We help you build a lasting legacy to be proud of.

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Rest easy knowing you’ve aligned your wealth with your values - to perform for you and the planet.

Examples of where we invest, for financial performance + climate solutions

Ethical Financial Advisers Path Financial investing in Orsted
A Danish electric utility company that has shifted from fossil fuels to renewable energy and become the global leader in offshore wind installation.
Ethical Financial Advisers Path Financial investing in Tomra
Improving recycling rates with state-of-the-art reverse vending machines that capture 40 billion used drinks containers every year.
Ethical Financial Advisers Path Financial investing in Xylem
‘Solving water’ through smart technology to meet the world’s water, wastewater and energy needs.
Ethical Financial Advisers Path Financial investing in Bank Rakyat
Developing online banking access for those living in remote areas of Indonesia, helping to lift people out of poverty by providing access to financial services.
Ethical Financial Advisers Path Financial investing in Teladoc Health
Pioneering technology-enabled healthcare access in 130 countries.

Examples of where we invest, for financial performance + climate solutions

Ethical Financial Advisers Path Financial investing in Orsted
A Danish electric utility company that has shifted from fossil fuels to renewable energy and become the global leader in offshore wind installation.
Ethical Financial Advisers Path Financial investing in Tomra
Improving recycling rates with state-of-the-art reverse vending machines that capture 40 billion used drinks containers every year.
Ethical Financial Advisers Path Financial investing in Xylem
‘Solving water’ through smart technology to meet the world’s water, wastewater and energy needs.
Ethical Financial Advisers Path Financial investing in Bank Rakyat
Developing online banking access for those living in remote areas of Indonesia, helping to lift people out of poverty by providing access to financial services.
Ethical Financial Advisers Path Financial investing in Teladoc Health
Pioneering technology-enabled healthcare access in 130 countries.

Areas where your money can help

Ethical Financial Advisers Path Financial investing in clean energy

Clean Energy

Ethical Financial Advisers Path Financial investing in human rights

Human Rights

Ethical Financial Advisers Path Financial investing in healthcare

Healthcare

Ethical Financial Advisers Path Financial investing in education

Education

Ethical Financial Advisers Path Financial investing in green technologies

Green Technologies

Ethical Financial Advisers Path Financial investing in reforestation

Reforestation

In a single year, £100,000 invested in a green pension could achieve

tonnes of CO2 emissions avoided
tonnes of waste recycled
MWh of renewable energy generated
million litres of clean water provided

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
Meet our customers

Positive Impact = Positive Returns

The graph shows the comparative performance of an example impact investment portfolio against the UK Consumer Price Index.

It’s vital to remember that past performance is no guarantee of future performance, however, the graph does show that impact investment strategies can outperform more traditional investment portfolios, with the added benefit of doing good for the planet and its populations.

The UN Sustainable Development Goals

Being ethical financial advisers, Path’s Portfolios maximise alignment to the UN Sustainable Development Goals – the blueprint for all countries to promote development that not only meets the needs of people and planet today but builds resilience and sustainability for our future generations.

Get in touch for a free ‘tour’ & deep-dive of our offering.

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Ethical Financial Advisers Path Financial and The UN Sustainable Development Goals

21x

Research has shown that the single biggest impact most people have on climate change, for better or worse, is via their finances. For example, the average UK pension has 21x more impact on your carbon footprint than other behavioural changes [1].

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The average UK pension has 21x more impact on your carbon footprint than other behavioural changes

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    Regulated Financial Advice

    Regulated by The Financial Conduct Authority (FCA)

    The Path Financial Ltd. is authorised and regulated by the Financial Conduct Authority. You can find us on the Financial Services Register by entering our FCA number 827270 at register.fca.org.uk.

    FSCS Protected

    Your investments may be protected up to £85,000 by the Financial Services Compensation Scheme (FSCS). For clarity this protection is not in place if your investments go down. Capital is at risk. www.fscs.org.uk.

    [1] Recent research by Make My Money Matter.

    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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    Path Financial partners with Global Returns Project
    Path Financial is a qualified member of PFS
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    Path Financial a signatory of the Financial Vulnerability Taskforce Charter
    Path Financial is a member of the Better Business Act
    Path Financial is a member of Business Declares
    The Path is a Living Wage Employer
    Path Financial is a member of SME Climate Hub
    Path Financial is a signatory to the Women in Finance Charter
    Path Financial is an accredited member of Good Business Charter

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    Path Financial are leading ethical financial advisers based in the UK.

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