Financial Planner

Rowan Harding, DipPFS

With over twenty-four years’ experience in the financial services sector, covering a variety of management and adviser-based roles, Rowan is genuinely passionate about financial planning. She has a focus on pensions as a much-needed support for the many people who stop working and otherwise face falling into poverty, particularly to help reduce the gender pensions gap. Rowan grew up as a nature lover and now regularly writes to her local MP about climate change and environmental issues and also runs a local volunteer wildlife nature group and a climate action group. She involves her children in all her environmental pursuits as she believes it’s vital the next generation grow up understanding the impact of our actions on the planet.

Paraplanner

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.

Chartered Financial Planner

James Harrison, APFS

Prior to joining Path, James worked in investment analytics before spending six years at a leading London wealth manager. Here he helped professionals in accountancy and law, whilst studying towards the Advanced Diploma in Financial Planning and subsequently obtaining Chartered Financial Planner status in 2020.

James understands that the benefits of financial planning are best realised by doing the simple things consistently over time, but that adding a layer of purpose to your investments means that money matters need not be boring. He believes that aligning money and values will have an ever-increasing role to play in the world of personal finance – with emotive and qualitative factors being more prevalent now than ever before – and hopes that the wealth management sector will continue to innovate with these elements at its core.

Head of Paraplanning

Casey Goodwin, DipPFS

Casey has been working within the Financial Services sector for 6 years, having recently completed her Chartered Insurance Institute Diploma in Regulated Financial Planning. A passionate paraplanner, Casey was inspired by our vision to provide quality financial planning advice whilst being at the forefront of making a positive financial impact in the world. Having a personal interest in ethical investing, Casey knew that this was possible without having to sacrifice good returns.

At home, Casey is working on transitioning to a zero-waste household – successfully sticking to her 2020 New Years Resolution to go plastic-free in the bathroom, with the kitchen next on the list. Casey is a keen writer, having studied Creative Writing as part of her degree, and also has a lifelong interest in collecting and crafting 1:12 scale miniatures – providing ample opportunity for upcycling hard to recycle household waste!

Chartered Financial Planner

Tommy Hobson, APFS

Tommy joins us having previously worked as a Chartered Financial Planner at a leading Wealth Manager in London. With a keen interest in the environment and sustainability, Tommy joined Path’s team in order to work with like-minded people, to help society and build a better future.

Tommy understands that in the world of personal finance, making small changes to your behaviour now can compound and lead to huge impacts over time. His passion lies in helping his clients meet their goals in life by improving their financial wellbeing and investing their assets in a way which is aligned to their values, in order to help people and the planet.

Outside of work, Tommy can be found playing tennis or cricket, or attempting to improve on his golf.

Operations Co-ordinator

Rebecca Tasker

Rebecca was drawn to join Path as being able to tell her children that she is part of a new, small and progressive company with a team of people working together to save the world, is very exciting. She believes in setting the very best example she can in making positive, environmentally friendly changes to help towards a better future for her children. As a family of nature and animal lovers, they love to encourage wildlife and biodiversity in the garden; and each do their part to lead a conscientious lifestyle. All the family recently became vegetarian and they limit their carbon footprint by staying in the UK for their holidays.

Operations Co-ordinator

Rebecca Johnson

Rebecca was drawn to Path for its environmental and socially responsible ethos. Her background in administration and customer service means she understands the importance of paying attention to the smaller details, as well as the bigger picture. As an eco-conscious feminist, she is looking for a way to be able make a lasting positive impact in the world and is currently studying towards a master’s degree focusing on issues of gender violence. When not working or studying she is often found with a book in hand or exploring the local countryside.

Paraplanner

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.