Chartered Financial Planner and Founder

David Macdonald, APFS

David set up Path after a period of deep self-reflection about our destruction of the environment. Shocked by the unprecedented climate and ecological emergency and the disastrous path towards extinction we face, he realised that a huge impact to be made by revolutionising the investment model so that savings are solely invested for good. He left a well-known firm of financial advisers and founded Path in 2019 to forge this new, radical path forward to fight the climate crisis. He is also passionate about giving back to people and the planet.

David’s true inspiration in life has come from watching fearless innovators and disruptors – his biggest hero is Nelson Mandela; and his greatest business inspiration came from his friend and mentor Mike Wilson who set up St. James’s Place and demonstrated with humour, humility and kindness how to take an idea and build a huge business. 

Chartered Financial Planner

Shams Kabir, MLIBF DipFA

A King’s College London Graduate with a background in international development and a specialisation in Microfinance, Shams believes ‘social’ businesses have the power to help change the world and is driven by the fact that there is a greater underlying purpose to his work at Path. When he’s not offering financial advice, he can be found learning about the latest developments in green technology – from starting a project in Mozambique and Angola to bring solar energy to rural and off-grid households, to learning about innovations in racing. And he’s also founded a cyclewear brand!

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Victoria Redsell, DipPFS

Victoria joined the financial sector from the world of PR, Marketing and Business Development. She holds the Chartered Institute of Insurance Diploma in Regulated Financial Planning and is a member of the Chartered Institute of Public Relations. Victoria’s mission in life is to ‘be happy’ and she derives happiness and fulfilment from looking after people and the planet; using her time and energy to make a positive impact on those around her.  Victoria has a large family and believes in empowering her children through guidance and leading by example, to make good choices and effect positive outcomes.

Victoria’s environmental and ethical compass is to think global and act local; believing that we can all contribute to a healthier future by making better choices; making sustainability the norm for our children and passing on a new way of living to future generations. Victoria believes that that legacy will be made up by a combination of big and small actions; from deciding how we use the world’s resources, to choosing where we invest our pensions, to encouraging our children to turn off the lights and putting a lid on our saucepans.

At home, Victoria and her husband have created a bio-diverse habitat and love to welcome a wide range of species to their garden and pond. They grow their own vegetables and fruit and look after their chickens Cluck and Winston. Much to the amusement of her family, Victoria loves to reuse and repurpose items and leftovers to minimise waste. In their spare time Victoria and her husband love to walk, kayak and explore the countryside, listening to nature and discovering the impact past generations have had on our environment.

By joining the Path revolution, Victoria is dovetailing her personal and professional goals, and is passionate about helping people generate and invest wealth to secure their and their families future, and have a positive impact on the world and its people.

Operations Manager

Julie Hope

Julie has over 13 years of experience working in the Financial Services sector and has worked for NPI, Adepta, Aegon, and a large IFA practice.  She has gained her Financial Planning Certificate during this time. After a break from the industry to raise her children, Julie has missed the industry and was keen to return. She believes giving a client time and space to concentrate on their lives, their family or their business, and allowing them the opportunity to have complete clarity and total confidence that their financial world is being looked after. This is the most rewarding part of her job and the fact that your investments are helping the environment makes her job even more satisfying. In her spare time, Julie enjoys cycling with her children, swimming and countryside walks.

Operations Co-ordinator

Lisa Allen

Lisa is new to the financial industry, having come from a background in admin and customer service. She was drawn to Path for the opportunity to be part of a company who are making a real difference and are making an impact on the future of the planet. It is always daunting to start in a new industry, but Lisa is keen to embark on the challenge and looks forward to continuing to make changes to lower her carbon footprint and play her part in reducing the crisis that future generations are facing.

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Marc Nummy, DipPFS

Marc enjoyed an early career in the paper and publishing industries before finding his way into Financial Services. He initially cut his teeth advising on mortgages and protection before realising his true passions lay with pension and investment advice. After a stint working with the pension provider Scottish Life, he has been a Financial Adviser with focus on pensions and wealth management since 2014. Marc is a Diploma qualified member of the Chartered Insurance Institute (CII) and is currently working towards Chartered status. He also holds the IMC investment management qualification from the CFA Society UK.

With a keen interest in environmental and sustainability issues, Marc has long felt that the positive investment choices we make are a powerful tool that we can all use to influence change. Having joined Path’s team, he is excited to be working with like-minded people, all with shared values and a passion to leave the planet in a better state for future generations. Marc lives in the vibrant city of Brighton with his wife and two teenage children. He is an avid music fan and also enjoys spending any free time either on the beach, in the sea or up in the Sussex Downs.

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Zoe Rudd

Zoe has been working in financial services for nearly 20 years, 15 years of which has been spent working alongside financial planners in several different roles. She is currently working towards her Diploma in Regulated Financial Planning.

With an eye for detail and a unique ability to look at cases from different angles, it’s no surprise that Zoe enjoys carrying out detailed research. She has a keen interest in ethical investments, with a passion for both human and animal rights movements.

Head of Client Servicing

Jonathan Cooper, DipPFS

Jonathan has been working in the Financial Services industry for over 2 and a half decades. In that time, he has seen the industry develop into one that is much more focused on the right outcomes for clients.

He joined the Path to help continue this evolution. Where it is possible to help clients make their hard-earned savings work for their own futures, and that of people and planet.

With a wealth of experience and qualifications to his name, Jonathan is focused on delivering the benefits of ongoing financial planning to all our clients. A true believer that proper financial planning can help define and deliver clients’ goals and ambitions.

Chartered Financial Planner

Anthony Fuller, APFS

Having graduated from Cardiff University with an Economics degree, Tony has been working in Financial Planning since 2012. Tony slowly came to understand the impact that our investments can have on the planet and, having watched Path speak at a conference,  asked to join in 2024 after being inspired by the company’s values and vision.  He is very experienced with advice about pensions and retirement planning. 

In his own time, Tony is a keen runner and runs or cycles his commute most days. He enjoys taking part in 10k, half marathon and marathon running events.  He is a member of Green Runners and is mindful of reducing the impact of his running on the environment where possible. When not running, Tony is kept busy by his two young Daughters.