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