About us

Award-winning, Chartered Independent Financial Advisers and expert Wealth Managers

We have made a commitment to aligned ethics and values, to providing knowledgeable advice backed up by qualifications and continued professional development, and to seeking good customer outcomes.

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About us

Award-winning, Chartered Independent Financial Advisers and expert Wealth Managers

We have made a commitment to aligned ethics and values, to providing knowledgeable advice backed up by qualifications and continued professional development, and to seeking good customer outcomes.

Values

Ethos

Commitments and accreditations

Customers

Values

Ethos

Commitments and accreditations

Customers

OUR VALUES

Path was founded on the principles of openness, honesty & integrity – values that continue to drive our mission today.

Across the company, we’ve built centers of excellence, supported by dedicated team members who demonstrate meticulous attention to compliance and a commitment to our clients’ well-being.

Read what some of our team members have to say below:

Jonathan Cooper DipPFS, Head of Client Servicing
Casey Goodwin DipPFS, Head of Client Onboarding

We make sure that from your first enquiry, right through to onboarding and implementation, our financial advice meets the highest compliance standards. We constantly review and improve our processes, our training requirements and compliance requirements, ensuring our team remain focused on delivering robust financial planning advice, aligned with our ethical principles and our values-aligned investment strategy.
Rowan Harding DipPFS, Vulnerability Champion
Julie Hope, Process & Excellence Manager

We’re dedicated to continuous improvement, ensuring our clients receive exceptional service and an outstanding experience. Our team’s shared commitment to excellence is grounded in a culture of collaboration, accountability and teamwork. By streamlining workflows and enhancing quality control, we proactively address issues early and respond swiftly—keeping you in trusted hands.At the same time, we’re deeply passionate about sustainability. By adopting eco-friendly practices, we reduce our environmental impact while inspiring our team to bring their best every day. Together, we’re building a better future for our clients and the planet.

Since its founding, Path has embodied its core values by achieving certification as a B Corp™, meeting the highest standards of verified social and environmental performance, public transparency, and legal accountability to balance profit with purpose. In addition to our Chartered status, we have proudly earned several prestigious accolades, including being named a Good Egg from Good with Money and receiving the Best Buy label from Ethical Consumer, reflecting our ongoing commitment to excellence and ethics.

Discover more about our commitment to environmental and social responsibility here.

We are focused on delivering:

Sensible, practical, and streetwise financial advice;

Valued personal relationships with a trusted adviser you can rely on;

Clarity and purpose to guide your financial journey;

Positive social, ethical, and environmental impact through our approach;

Ethically-driven investment strategies tailored to your values.

Investing is a powerful means of achieving life’s essential goals—whether it’s building financial security, enjoying a rewarding retirement, or creating a lasting legacy for future generations. For many, it’s also an opportunity to align their portfolios with their values, driving positive environmental and social impact while pursuing strong financial returns. Discover more about our commitment and duty to you.

Our ethos

We are ethical financial advisers at the forefront of impact investing, dedicated to helping our clients secure their financial future while contributing to a sustainable world.

Our mission is rooted in the belief that personal values and ethics should hold as much importance in financial planning as achieving security for you and your family.

We provide sensible, practical financial advice and wealth management, backed by a team of expert financial planners and a wider team who share our passion for creating meaningful environmental and social impact.

Our portfolio of funds showcases leading environmental and ethical innovators who are creating solutions to the world’s most pressing challenges and driving meaningful, positive change.

Our mission is simple: to empower you to invest with integrity, achieving meaningful impact while securing strong returns.

Our commitments and accreditations

At Path, we have a very clear mission which includes transparency, engagement and being part of a collective call for change.

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Take a closer look at our commitments and accreditations

OUR CUSTOMERS

Your pensions and savings are so much more than simply a fund for your future. Across the world, they create stories of change – from building communities to regenerating ecosystems. Begin your sustainale investment journey today.

David Wheeler

Former Wycombe Wanderers player David Wheeler recently decided to move his money to more ethical investments, after over a decade of climate activism.

Kate and Jo

A lot of funds branded as sustainable might just not actively invest in arms, but that’s about it. We wanted our investments to actively drive positive change, not just avoid harm.

Andrew and Becca

The world felt completely out of balance, and we knew we didn’t want to contribute to the problem.

Sarah and Steve Barr

David gave us a great deal of confidence because he was so positive about green investments. To sleep at night, I wanted to know my investments weren’t being used to exploit people or the planet.

Anonymous

Meeting with Path felt like the right step. I liked that they could help me consolidate my funds and align my investments with my values.

Gordon Barker

My wife was the real driver of moving our investments to Path. Now, our daughters are taking control of their investments too.

Becky and Roy Francomb

We didn’t want our pension invested in anything that was causing harm – fossil fuels, weapons anything like that.

Andy Middleton

One of the projects I’m working on is to change the international financial system. So, I can do that both in my work, and also through my savings and investments.

Jo Zaremba

I wanted to do something positive and not just buy into any old scheme so I researched heavily and spent several years trying to find an organisation that could channel my savings in a meaningful way.

Stephen Paul

There’s a lot of good you can do with your actions, such as going vegan, and there’s a lot of good and bad you can do with your money.

Stew Wade and Rick Chandler-Jones

We’ve seen from the press and media how much of an impact pension pots can have – it made us want to make a positive impact with ours.

Mary Deigan

I wanted to consolidate my three pensions to get everything in one fund, and I was very keen to go for a green, sustainable option.

Neena and Stefan Atkinson

I never knew we could use the money in this way, but the team at Path made us realise that financially, this was something we could do.

Diane McCrea MBE

It is up to all of us to be more responsible in the choices we make, including where we invest our money.

View our customer success stories, reviews and testimonials

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.