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Our Ethos

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.

Path Financial are leading ethical financial advisers based in the UK.

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 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.

© 2024 The Path Financial Limited. All rights reserved.