FINANCIAL ADVICE

OUR PROCESS

We’ll be with you each step of the way along the path to creating a reassuring and purposeful financial plan.

You’ll work one to one with an extremely experienced and motivated adviser. Your adviser’s primary focus is to help you make the right financial decisions for you. Your adviser will consider your current wealth and financial circumstances, along with your life and financial goals, so that they can offer you the best advice possible.

This advice is not restricted to our products and services – it takes into account all of your circumstances, irrespective of whether they ultimately interact with The Path’s investment proposition.

For example, your adviser might let you know that The Path is not for you – they will explain why this is the case and we will always try to point you in the right direction if we can’t help.

Your Path adviser will undertake a full review of your financial circumstances. Based on this, they will provide you with advice and then create a bespoke financial plan to suit your needs.

If you move forward with The Path, your adviser will regularly review the plan with you. Most important of all – they will always be just a call or email away to help you with any new financial events you encounter.

You never know what life is going to throw at you, so it’s reassuring to know that you have immediate and unfettered access to a genuine financial expert whenever you need it.

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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FOLLOW THE PATH

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.