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CUSTOMERS

What will your legacy be?

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.

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Customer Success Stories & Testimonials

Diane McCrea MBE Chair of Cynnal Cymru – Sustain Wales 
I prevaricated – changing investment managers can be tedious! Yet I knew my investments were not aligned to my core values and the Sustainable Development Goals, which is contradictory since I am so careful about what I spend my money on and the impact it, and I, have on the planet.
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Becky and Roy Francombe, Seaford
We are so impressed with the quality of service provided by Path, in particular how quickly they respond to enquiries and keep us updated on the progress of transactions. We always feel they are just a phone call or email away and that they know and understand our requirements so we don’t need to keep repeating them to different people. It’s very much a personal service. David and his team have listened and delivered exactly what we wanted.
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Samantha Lea, Woking
I first met David on a busy afternoon in London. I was intrigued and had some inheritance money to invest, so decided to size him up. David won me over immediately with his relaxed, friendly approach. He presented Path to me and explained his goals and I was instantly hooked.
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Ruth French, Leamington Spa
I held out for a long time regarding taking on a financial adviser for my own investments. I guess I was just waiting for the right one! Path matches my own values and principles in every way.

Anonymous
I contacted Path at the beginning of 2020. I had wanted to align my investments with my values for a long time and had only recently discovered that ‘ethical pensions’ and ‘ethical ISAs’ weren’t really all that ethical… I was, and am, particularly concerned about the Climate Crisis but also concerned about human rights issues.
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Graham Bailey, Sheffield
So glad I switched, also bowled over by the performance of the funds in the first year.

Anna and Nick Ballard, Bristol
Having reached our significant 50th birthdays and worked in a variety of private organisations during our careers, my husband and I felt it was time to review our plans for the future; a need magnified by the pandemic, as we want to spend more time with our family, rather than working all hours towards an unclear goal.

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Lydia Tipler, Bristol
I wanted to thank you and the rest of the team at Path for the excellent service I have received from you so far. When I initially contacted you I knew my future financial plans were in complete disarray on various levels, but was unsure how to make it all come together. The way forward was explained very clearly and I am now satisfied that not only am I investing positively, but that my future should be secure. Before contacting Path I had had various meetings with other companies but never felt at all confident in their plans, claims or methods, let alone valued as an individual. I came away more confused than before!

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Andrew Paul Lewis, Northampton
Having worked with a few financial advisors over recent years, when we found Path we quickly realised they were exactly what we had been looking for.

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If you’d like to get in touch about a customer story, please contact us at press@thepath.co.uk.

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.

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