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ABOUT US

We are leading ethical financial advisers who grow your wealth while investing for people and planet

We make a difference by doing things differently. Our personal, progressive and purposeful approach ensures your savings will perform for you, the planet and its people.

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Providing the greenest options
No harm to people or planet
Divesting from damaging industries
Balancing returns between people and planet

Our values

We monitor and review all aspects of our business including environmental impact on a regular basis and aim to reduce negative impacts where we can.

Where possible, we choose to deal directly with like-minded suppliers and contractors who share our values and environmental concerns and have a commitment to continually improve and monitor our environmental performance.

We are committed to operational excellence and reaching the highest quality in all our standards, with a policy of honesty and integrity at our heart.

We have been set up from scratch to ensure that everything we do is based on best-of-breed principles. This means our business is set up on proven investment models and with the most robust processes.

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.

You do not have to sacrifice financial performance and security in order to invest for a better world.

We have a clear focus on:

Sensible, street-wise, and practical financial advice

Valued personal relationships between you and a trusted adviser

A sense of clarity and purpose for your money

Positive social and ethical environmental impact

Alignment with UN Sustainable Development Goals

Ethically-led investment strategies

Our business purpose is helping our valued clients invest in the things that matter to them – ensuring financial security while their money is helping to build a better and more sustainable world for everyone.

We are believed to be the first UK financial advice firm that exclusively deals with clients who want to make a positive impact – not only avoiding investment into damaging industry such as fossil fuels, weapons manufacturing, and poor environmental practices, but choosing to invest in companies working towards a better future, through sustainable manufacturing, renewable energy, healthcare, and education for all.

Our portfolio of funds include the very best environmental and ethical innovators developing solutions to the major issues threatening the world and driving positive change.

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.

© 2022 The Path Financial Limited. All rights reserved.