Ethical Financial Advice

Your tailored financial advice journey starts with you.

We put your values and your financial objectives at the centre of what we do. Our specialists ask the important questions to form a deeper understanding of who you are and what you want to achieve. We craft a bespoke personal profile based on your unique set of values, interests and the global issues most important to you. By exploring your financial story, we form your unique blueprint for the future.

It’s our commitment to find superior solutions that reflect the impact you want to have in the world – and achieve the best possible returns.

We advise individuals who want to align their pensions, savings or investments with their values and help shape a brighter world for their future generations. Our expert ethical financial planners can help you with:

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Financial Advice

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Transferring your pension or ISA

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Consolidating your pensions

Investing Sustainably

WEALTH MANAGEMENT

Financial Advice

Transferring your pension or ISA

Consolidating your pensions

Investing Sustainably

 I prevaricated – changing investment managers can be tedious! Yet I knew my investments were not aligned to my core values and the Sustainable Development Goals, which is contradictory since I am so careful about what I spend my money on and the impact it, and I, have on the planet.

Changing all my investments to the Path Financial platform has been easy and certainly very rewarding in financial returns. And it also makes me feel so much better about what my money is achieving for me and my values for the future of our planet. A no brainier for me. Why didn’t I do this before? Now is the time to do this.

Diane McCrea MBE Chair of Cynnal Cymru – Sustain Wales

How our Ethical Pensions are Different

Our ethical pensions not only exclude companies that actively harm the planet or people, but purposefully invest with companies and funds that make a positive impact.

We implement strict selection criteria to ensure that your money is only invested in socially responsible companies that pass our social, environmental and ethical tests.

Our expert financial planners start with your passions and values, to create a pension that puts your needs first – and delivers the best possible return.

Make an impact in the world

Your money is powerful. So powerful, it can help create the world you believe in.

Your pension, savings and investments can fight climate change, build a better economy and create a stronger society.

A sustainable investment portfolio could have 27 times more impact on your personal carbon footprint, compared to all other activities – giving up flying, becoming vegan – combined. (Source: Nordea)

With very little effort you can make a significant difference, moving from harming the planet with your money to sustaining it.

A new ethical finance model

We are proud to align ourselves with ESG and the UN’s Sustainable Development Goals (SDGs) to achieve a better, more sustainable future for all.

ESG

Environmental, Social and Governance measures guide our rigorous selection criteria to build a portfolio of investments that are the gold standard in environment, ethics and human rights.

The UN’s SDGS

The UN Sustainable Development Goals underpin our ethical investment strategy, from defining your values to evaluating the funds we invest in. The 17 SDGs are designed to address the challenges the world faces, from the climate emergency to poverty and inequality.

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Performance

The graph shows the comparative performance of an example impact investment portfolio against a non-impact industry benchmark (ARC) and the FTSE 100 Index. We have included a selection of underlying impact funds for illustration purposes. These are all funds that would be considered for inclusion in your investment portfolio with Path Financial, though they do not represent a complete portfolio.

It’s vital to remember that past performance is no guarantee of future performance, however, the graph does show that impact investment strategies can outperform more traditional investment portfolios, with the added benefit of doing good for the planet and its populations.

Saving for the planet’s future starts here.
Speak to one of our expert ethical financial advisers to take the first step.

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.

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