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.
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.
The 62% tax trap
For high earners in the UK, crossing the £100,000 income threshold for the first time can bring some unwelcome surprises.
In this article, we’ll break down how the 62% tax rate works, what it means for you, and how pension contributions can offer a powerful way to reduce your tax bill while boosting your long-term financial security.
Investing your compensation
Each year, thousands of people in the UK receive compensation awards for things like personal injury claims and negligence. In 2024, both the Infected Blood Scandal and Post Office Postmasters scandal also moved forward in paying claims to victims. After fighting hard to receive an award, it can be daunting to then know what to do with the money.
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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.