Our Purpose

Helping you make a positive impact with your pension, savings, and investments.

Ethical and Green

We are financial advisers that grow your wealth and help to save the planet.

Achieving
Positive Impact

Impact investment seeks to make a measurable social and environmental impact alongside a financial return.

Grow your money…

There’s no need to sacrifice performance whilst making a positive impact through your investments.

Your pension, savings or investments could have 27 times more impact on your personal carbon footprint, compared to all other activities combined.*

With very little effort you can make a significant difference, moving from harming the planet with your money to sustaining it.

The Path exists to help you make this positive impact.

The graph above shows the comparative performance of an example impact investment portfolio against a non-impact industry benchmark (ARC) and the FTSE 100 Index. We have included a selection of underlying impact funds for illustration purposes. These are all funds that would be considered for inclusion in your investment portfolio with The Path, though they do not represent a complete portfolio.

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.

See the full list of impact funds we have included in this illustration
The Path - Your Financial Revolution Liontrust Sustainable Future Corporate Bond
The Path - Your Financial Revolution EdenTree – Amity Sterling Bond
The Path - Your Financial Revolution FP – WHEB Sustainability
The Path - Your Financial Revolution Pictet Global Environmental Opportunities
The Path - Your Financial Revolution Impax – Environmental Markets
The Path - Your Financial Revolution Janus Henderson – Global Sustainable Equity
The Path - Your Financial Revolution Jupiter – Ecology
The Path - Your Financial Revolution Liontrust – Sustainable Future UK Growth
The Path - Your Financial Revolution Rathbone – Ethical Bond
The Path - Your Financial Revolution Sarasin – Food & Agriculture Opportunities
The Path - Your Financial Revolution Sarasin IE – Sustainable Global Real Estate Equity
The Path - Your Financial Revolution Threadneedle – UK Social Bond

…and help the planet

The UN Sustainable Development Goals set out to achieve a better, more sustainable future for all. The 17 Goals are designed to address the challenges we face, including those related to the climate emergency, poverty, and inequality.

The Path is proud to align itself to these goals to the maximum degree possible.

join our movement for change

We started with the idea that pensions, savings, and investments could be used as a force to reverse climate change. We had no idea just how massive the impact and influence could be or how good the investment returns are. We are now convinced it is the future of savings and will be a catalyst for the evolution of capitalism that can help lead to a sustainable future.

It seems to us that disinvesting from damaging and destructive companies is the only moral and practical choice. But far more impactful beyond that is reinvesting that money into clean and sustainable companies that are making a positive impact.

Evidence already shows that companies that prioritise environmental, social and governance issues perform better. So, do you want to be with a traditional investment manager investing in assets that are potentially going to go down in value as old industries die due to consumer demand and legislative threat? Or is it a better idea to align your money with companies that have a future?

This is your opportunity to make a massive difference. After all, why would you let your money continue to be used as a force for destruction when it could be transformed into a force for good?

I set this business up to revolutionise savings and give power to people who care about making a difference, not just for themselves and their loved ones but for the global community too.

We are passionate and purposeful about what we do, always guided by our core values. I hope you choose to join us on the path to a better future!

— David Macdonald, Founder

Our Process

We’ll be with you each step of the way along the path to creating a reassuring and purposeful financial plan.

You’ll work one to one with an extremely experienced and motivated adviser. Your adviser’s primary focus is to help you make the right financial decisions for you. Your adviser will consider your current wealth and financial circumstances, along with your life and financial goals, so that they can offer you the best advice possible.

This advice is not restricted to our products and services – it takes into account all of your circumstances, irrespective of whether they ultimately interact with The Path’s investment proposition.

For example, your adviser might let you know that The Path is not for you – they will explain why this is the case and we will always try to point you in the right direction if we can’t help.

Your Path adviser will undertake a full review of your financial circumstances. Based on this, they will provide you with advice and then create a bespoke financial plan to suit your needs.

If you move forward with The Path, your adviser will regularly review the plan with you. Most important of all – they will always be just a call or email away to help you with any new financial events you encounter.

You never know what life is going to throw at you, so it’s reassuring to know that you have immediate and unfettered access to a genuine financial expert whenever you need it.

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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.

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*Your pension, savings or investments could have 27 times more impact on your carbon footprint, compared to all other activities combined. Source: https://www.nordea.com/

The Path Financial Ltd. Registered in England. Company No. 11583740. Registered office address: The Path Financial Ltd, Watch Oak, Battle, TN33 0YD

Authorised and regulated by the Financial Conduct Authority.

The Path 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.

© 2019 The Path Financial Ltd. All rights reserved.