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.
We briefly explore why paying contributions into someone else’s pension can be a really good idea. If you would like to find out more then do not hesitate to get in touch with your adviser, or any of the team here at Path Financial.
In his book, Green Money: How your money can work harder for you and save the planet, David Macdonald, Founder and Chartered Financial Planner at Path Financial, builds on the knowledge and wisdom he shares with his clients, to help explore how to save the planet through thoughtful financial planning and investing in sustainability-focussed business.
Knowledgebase Discretionary Fund Managers What is a DFM?A Discretionary Fund Manager (DFM) is a group of investment experts who are responsible for actively monitoring and managing the underlying portfolio. Their role involves reacting promptly to market opportunities or concerns. By granting them discretion, you authorise them to make investment decisions without seeking your explicit consent. […]
We have a responsibility to think about the way we invest our money, not only for us as individuals, but for society.
This week is Good Money Week. It’s all about helping people make good money choices through their investments, pensions, and savings, with the environment at its heart. Thus, it’s about promoting a ‘green slate, clean slate’.
It’s been an eventful few days in the world of finance, after Chancellor Kwasi Kwarteng’s mini-budget on Friday triggered a record fall in the pound versus the dollar. Here, we look at what some of the Chancellor’s announcements – and the resulting market volatility – could mean for you and your savings and investments.
Our message is simple: act now and make the switch to avoid a climate catastrophe. Wind, solar, bioenergy and hydroelectricity sources have been in our arsenal for years, and used to be relatively expensive compared to the energy produced. Now that’s no longer the case, we need to be utilising them more.
The Prime Minister surprised the public last week when she announced an end to the suspension on fracking. PM Liz Truss removed the block in a bid to stifle rising energy bill costs in a move that puts her at odds with the Tories’ 2019 General Election manifesto.
We’re proud to announce the launch our Green Pension Pledge & Certification scheme. Our aim is to help businesses more easily make the switch to a sustainable workplace pension scheme, helping employees to have a positive impact on the world with their savings.
