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.
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.
Is your charity’s cash aligned with its values?
Across the UK, many charities are holding substantial cash reserves — often with good reason. Whether earmarked for future projects, reserved for operational resilience or awaiting strategic deployment, this capital represents more than a balance sheet entry. It represents opportunity.
Clean transportation – benefits, challenges & opportunities
Clean transportation, which includes electric vehicles (EVs), hydrogen-powered vehicles and other environmentally friendly modes of transport, is increasingly seen as a key solution to addressing climate change, reducing air pollution, and improving public health. As governments and industries work towards decarbonising the transportation sector including that of haulage and mass transit systems, the benefits and investment opportunities in clean transportation are becoming more apparent but are not without challenge.
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A COLLECTIVE CALL FOR CHANGE
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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.