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Bering Sea, Pacific

About us

We are financial advisers who grow your wealth and help protect the planet

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. In fact, 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?

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
Wherever you are on your financial journey, we are here to help.

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

David Macdonald, Founder

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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UKSIF
We declare a Climate Emergency
The Path is a Living Wage Employer
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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.

Created specifically for customers looking to tackle the climate emergency with their pensions and investments, money invested in the Path Climate Solutions Portfolio is not just aligned with UN Sustainable Development Goals (SDGs), it’s focused on tackling climate change.

The Path Climate Solutions portfolio is the optimal choice for helping to tackle the climate crisis. It’s not just green, but deep green. It’s the best climate solutions tilt to a portfolio, whilst also offering the prospect of superior investment returns.

If you’re interested in finding out more about our Climate Solutions Portfolio, book your free consultation with one of our Financial Planners today.