Our team
Casey Goodwin, DipPFS
Head of Client OnboardingCasey has been working within the Financial Services sector for 6 years, having recently completed her Chartered Insurance Institute Diploma in Regulated Financial Planning. A passionate paraplanner, Casey was inspired by our vision to provide quality financial planning advice whilst being at the forefront of making a positive financial impact in the world. Having a personal interest in ethical investing, Casey knew that this was possible without having to sacrifice good returns.
At home, Casey is working on transitioning to a zero-waste household – successfully sticking to her 2020 New Years Resolution to go plastic-free in the bathroom, with the kitchen next on the list. Casey is a keen writer, having studied Creative Writing as part of her degree, and also has a lifelong interest in collecting and crafting 1:12 scale miniatures – providing ample opportunity for upcycling hard to recycle household waste!
Email:casey.goodwin@thepath.co.uk
Telephone:03330 503 300, ext. 806
Articles by Casey Goodwin
New Tax Year, New Start…
It’s never too early to start thinking about tax-year end and the planning opportunities that come with it.
The UK Tax Year runs from 06 April to 05 April each year, and from April 2024, there are a number of changes coming into effect that could have an impact on the average investor.
The value of good advice
Amidst market volatility, high inflation and rising interest rates, uncertainty is rife amongst investors in the UK. The challenging economic situation has had a direct impact on investor behaviour, with many seeking expert investment management. The Schroders Global Investor Survey 2022 has been released this week, with some interesting findings about how people are navigating these troubled economic conditions.
Your end-of-year financial review: our tips
As we approach the end of the year and the dust settles on Jeremy Hunt’s Autumn statement, now is a good time for some financial planning. It might be a busy time, but it’s worth taking the time to reflect on the past year, consider how the changes from the Autumn budget could affect you, and do some pre-planning so you know what to focus on in the year ahead.
Women and retirement: how to plan for your future
At Path, we’re passionate about empowering women to take control of their finances. One very important topic of discussion recently has been the gender pension gap – in the UK, there is a large disparity between the values of personal pensions for men and women.
The gender pension gap – and how Path can help
A major trades union has exposed a massive gender gap in pension pots; the Prospect Union estimated it to be 38 percent between men and women. That’s more than double the gender pay gap – which is estimated to be 15.4 percent.
A COLLECTIVE CALL FOR CHANGE
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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.