Our team

A majority of young people have not heard of the term ‘green investing’ or the possibility of moving your investments out of polluting industries.

Most UK grandparents are worried about the world their grandchildren will inherit, yet most don’t know what they are invested in.

Our founder, David Macdonald, was honoured to meet HRH Queen Camilla on Tuesday at a reception celebrating the 15th anniversary of Jude Kelly’s WOW – Women of the World Foundation.

In 2022, we proudly became a certified B Corp with an Impact Score of 99.1. Since then, we’ve made significant strides, boosting our score by more than 20%, now reaching an impressive 120.4. We’re thrilled to continue growing and making an even greater impact.

Path Financial has become the first financial advice firm to be awarded Ethical Consumer’s prestigious Best Buy Label under the organisation’s newly expanded certification scheme.

Path Financial, based in East Sussex, has achieved corporate Chartered status from the Chartered Insurance Institute.

Following news that England’s Premier League clubs have committed to developing environmental sustainability policies, we are asking footballers to step up and speak out with a green commitment to move their pensions and investments away from the fossil fuel industry.

November played host to the annual Ethical Consumer Week 2023, and Path Financial were again more than pleased to be one of the main sponsors of the week.

Juliet Davenport’s latest book ‘The Green Start-Up’ is an essential toolkit for eco-conscious entrepreneurs. It explores the many issues someone may have when setting up and operating a successful green business and provides expert advice on how these can be resolved.

Are you taking part in this year’s Veganuary? Have you thought about looking at your investments as well? Research from Make My Money Matter shows that the single biggest impact most people have on climate change is via their finances. The average UK pension has 21x more impact on an individual’s carbon footprint than other lifestyle or behavioural changes, such as reducing car journeys or even… going vegan.

We are delighted to introduce a new tool for our clients to regenerate the planet beyond sustainable investing alone. The ‘Global Returns Portfolio’ is the first selection of diverse, effective and scalable not-for-profit organisations tackling climate change. Regular philanthropic giving to the Portfolio helps enforce environmental law, combat deforestation, defend ocean ecosystems and more.

We are proud to have joined Tech Zero, a climate action group of over 300 companies, committed to fighting the climate crisis. Led by Tech Nation, the idea is for companies to join forces to accelerate progress to net zero. We join others such as Citymapper, the MoneySupermarket Group and Revolut in signing up to this initiative.

This week, non-profit network B Lab announced a new milestone – there is now a community of over 1000 B Corps in Europe. That’s 1000 companies who taking collective action to address society’s most critical challenges, working together to create an inclusive, equitable and regenerative economy.