Our Team
The people who work with Path share the same vision and values to help create a fairer, better world.
At Path, it’s our people who make all the difference to who we are. Our team is united by a desire to make an impact in the world. Together, we share the same values and put people and the planet at the centre of what we do: financial advice with a conscience. It’s this drive that creates lasting relationships with clients who trust us to listen to their values.
We think you will find it refreshing dealing with a great team who are committed to helping you move from harming the planet with your money to sustaining it – while finding the best returns for your savings. Meet us below and get in touch to find out more about how we can help you make this positive impact.
Key members of staff

David Macdonald

Julie Hope

Shams Kabir

Carla Gerlach

Ashley Bell

Victoria Redsell

Richard Ravelin

Casey Goodwin

Rowan Harding
Jack Clancy
Rebecca Tasker
Lisa Allen
Marc Nummy
Rebecca Johnson
James Harrison
Tommy Hobson
Caz Reid-Watts
Zoe Rudd
Jonathan Cooper
Xijia Zhang
Elliot Muscant
Helen Furnivall
Jessica Smith-Burrows
Advisory Board
Jude Kelly CBE
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.
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 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.
© 2023 The Path Financial Limited. All rights reserved.