We are leading ethical financial advisers who grow your wealth while investing for people and planet
We are believed to be the first financial planning firm set up purposefully to tackle climate change and make a positive difference in the world rather than focusing on performance and profit alone.
It’s our mission to help our clients plan for their financial future while investing for a sustainable future for everyone. We believe that personal values and ethics have as much of a priority in financial planning as ensuring security for you and your family.
We offer sensible, practical financial advice and wealth management, with a team of expert Path Financial Planners and our wider Path support team, who are as equally passionate and motivated by our environmental and social impact as our valued clients.
Our purpose is to help you invest with integrity, provide positive impact with positive returns and protect people and planet for generations to come.
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.