OUR TEAM

At The 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 Team Members

David Macdonald

David Macdonald

Founder

David set up The Path after a period of deep self-reflection about our destruction of the environment. Shocked by the unprecedented climate and ecological emergency and the disastrous path towards extinction we face, he realised that a huge impact to be made by revolutionising the investment model so that savings are solely invested for good. He left a well-known firm of financial advisers and founded The Path in 2019 to forge this new, radical path forward to fight the climate crisis. He is also passionate about giving back to people and the planet via The Path’s charitable foundation.

David’s true inspiration in life has come from watching fearless innovators and disruptors – his biggest hero is Nelson Mandela; and his greatest business inspiration came from his friend and mentor Mike Wilson who set up St. James’s Place and demonstrated with humour, humility and kindness how to take an idea and build a huge business. 

Ashley Bell

Ashley Bell

Managing Director

Coming soon.

Jack Clancy, Adviser, The Path Financial

Jack Clancy

Financial Adviser

Having studied Economics and Economic History at university, Jack gained experience working in international development, both in London and abroad.  This, together with four years at a leading wealth manager, led him to realise the positive impact that money tied up in pensions and investments could potentially have on the world.   Jack is a qualified member of the Chartered Insurance Institute (CII) and is passionate about helping clients understand the planning strategies best suited to them, whilst also driving positive change. His hobbies include cycling, golf, and gardening.

Paul Dawson

Paul Dawson

Financial Planner

The positive impact investing can have on the environment and countering climate change brought Paul to The Path after over ten years’ industry experience including at Brewin Dolphin, 7IM, Helm Godfrey Partners and Smith & Pinching. He provides holistic financial planning to individuals ranging from city professionals and entrepreneurs to those passing their wealth on to their families in a tax-efficient way. Paul is a Chartered Wealth Manager, holding the globally recognised Certified Financial Planner (CFP™) qualification from the Chartered Institute of Securities and Investments (CISI) and is a member of the Society of Trust and Estate Practitioners (STEP).

Helen Furnivall

Helen Furnivall

PR & Communications Support
Rowan Harding, Paraplanner, The Path Financial

Rowan Harding

Protection Specialist

With over twenty-one years’ experience in the financial services sector, Rowan is genuinely passionate about pensions as a much-needed support for the many people who stop working and otherwise face falling into poverty. She is also currently studying towards a Chartered Insurance Institute Financial Planning Diploma. Rowan grew up as a nature lover and now regularly writes to her local MP about climate change and environmental issues and also volunteers for a local wildlife nature 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 our planet.

Julie Hope

Julie Hope

Paraplanner

Julie has over 13 years of experience working in the Financial Services sector and has worked for NPI, Adepta, Aegon, and a large IFA practice.  She has gained her Financial Planning Certificate during this time. After a break from the industry to raise her children, Julie has missed the industry and was keen to return.  She believes giving a client time and space to concentrate on their lives, their family or their business, and allowing them the opportunity to have complete clarity and total confidence that their financial world is being looked after is the most rewarding part of her job.  And the fact that your investments are helping the environment makes her job even more satisfying.  In her spare time, Julie enjoys cycling with her children, swimming and countryside walks.

Shams Kabir

Shams Kabir

Financial Adviser

With a background in international development and a specialisation in Microfinance, Shams believes ‘social’ businesses have the power to help change the world and is driven by the fact that there is a greater underlying purpose to his work at The Path. When he’s not offering financial advice, he can be found learning about the latest developments in green technology – from starting a project in Mozambique and Angola to bring solar energy to rural and off-grid households, to learning about innovations in racing. And he’s also founded a cyclewear brand!

Elliot Muscant

Elliot Muscant

Marketing Adviser
Richard Ravelin

Richard Ravelin

Manager

After more than twenty years working in and for a wide range of industries ranging from music to charity to publishing to governance, Richard joined The Path because of his interest in microfinance, community land trusts, and renewables. He regularly invests – small but still meaningful amounts – in community crowdfunding and community share schemes, including hydro, local sustainable housing, and an ethical food CIC. When he’s not looking after everything from the website and accounts to HR and compliance as The Path’s Manager, in his spare time he is a green-fingered gardener and allotmenter and enjoys hiking, cycling, reading, nature, photography, architecture, and sustainable travel.

Matt Reid

Matt Reid

Technology Adviser
Rebecca Tasker

Rebecca Tasker

Paraplanner

Rebecca was drawn to join The 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.

Laura Thomas

Laura Thomas

PR & Communications Support

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.

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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.

© 2019 The Path Financial Ltd. All rights reserved.