Our Financial Planning service

We’re committed to your complete financial security. That’s why we offer a 360, one-on-one bespoke service with an emphasis on empowering you to better understand your finances and building a truly sustainable plan together.

We’ll arrange for you to meet or speak with one of our green independent financial advisors.  Your advisor’s primary focus is to help you make the right financial decisions for you by considering your current wealth and financial circumstances. It’s important to understand where your finances are now, before looking ahead to where you are going. We’re here to do the hard work – your advisor will write to your existing providers, analyse your investments and help build a clear picture.

We want to de-mystify and de-bunk the complex language that has been a barrier to understanding how money works.  Financial planning with a little guidance is simple, but not necessarily easy – and that’s where we come in.

We put you at the centre of what we do. Your advisor will work with you to identify and prioritise your life and financial goals – and your values and ethics – to make the best green investments possible for you. We pride ourselves on giving you financial peace of mind, every step of the way. Your financial advisor will available to advise on any aspect of your finances or when you need to have a friendly voice on the end of a phone or a face-to-face meeting, via Skype or in person. We’ll then keep you on track with a regular review service. With The Path you’re in safe hands: we believe in a transparent, personal and caring approach.

Our Investment Management

We follow a rigorous process to find the very best investments for you. We are proud to have developed an investment management approach from scratch that makes us a uniquely rigorous, flexible, and effective investment proposition.

We work with an independent platform to draw investments from the entire investment universe. We don’t handle client funds directly or have any in-house fund managers. Instead our strength is in selecting, after an extensive due diligence exercise, independent managers who give you the possibility of superior investment returns from the best funds. Not only the best funds from a performance perspective but uniquely those that can help save the planet.

We carry out an extensive analysis process to screen out any funds that do not meet our strict ethical or impact requirements.

The trust you place in us is a responsibility we take very seriously. So we only work with the leading experts we truly trust.

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.

The Path Financial Ltd. Registered in England. Company No. 11583740. Registered office address: The Path Financial Ltd, Watch Oak, Battle, TN33 0YD

Authorised and regulated by the Financial Conduct Authority.

The Path 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.

© 2021 The Path Financial Ltd. All rights reserved.