News & Analysis
Keep up to date with our latest news, analysis, events, and press releases. If you’d like to get in touch about a story, please contact us at press@thepath.co.uk.
What can be done about the shocking findings from the IPCC report?
Last week, the news agenda was full to the brim with devastating headlines and pictures showing Read More
We’re one of the 5 winners of the Sky Zero Footprint Fund
We’ve been awarded the exceptional prize of a minimum of £250K in media value. It might ... Read More
More shortlisting success – this time with the BusinessGreen Leaders Awards 2021
We’re proud to announce that we’ve been shortlisted for three BusinessGreen Leaders Awards this Read More
Our founder, David, is named a finalist in this year’s Great British Entrepreneur Awards
Earlier this month, we received the fantastic news that our founder, David Macdonald, has been ... Read More
We’ve been shortlisted for the prestigious Sky Zero Footprint Fund!
We’re delighted to announce that Path Financial has achieved the incredible result of being ... Read More
Our founder’s thoughts on how the UK finance sector is responsible for almost double Britain’s net total emissions
Earlier this week, news broke that the UK financial sector is responsible for almost double ... Read More
Accessing Your Pension – Which Method Is Best?
Gone are the days of the traditional annuity purchase at retirement – there are now more ... Read More
Not Wealthy Enough For Inheritance Tax? Think Again…
For some, talking about inheritance tax might conjure up images of the very wealthy – stately ... Read More
Meet our new paraplanner, Casey Goodwin
Consumer demand for sustainable options has never been greater. More and more individuals are ... Read More
Earth Day 2021: What it means to us
Did you know that today is Earth Day? Earth Day was founded by junior US Senator Gaylord Read More
Plenty more fish in the sea?
Most of us have been told, after one heartbreak or another, that there are plenty more fish in ... Read More
Reflecting on the news last week
You don’t need to go far to hear horror stories related to climate change despair and ... Read More
How to change the world – top tips from TYF Group’s Andy Middleton
Andy Middleton, founder of TYF Group, a B Corp based in St Davids, Wales and one of the UK’s ... Read More
How can my New Year’s Resolutions help to save the planet?
As we get stuck into 2021, and leave the madness that was 2020 behind, many will have thought ... Read More
Our founder’s take on Johnson’s 10-point green plan
We’ve heard some very bold announcements from an apparently rejuvenated Boris Johnson this ... Read More
How can investors ensure they are making a real difference?
Flick through to any financial pages and it’s hard to miss the buzz around ESG. The term itself Read More
Financial Planning Week 2020
Financial Planning Week 2020 is underway and we are offering free one-hour consultations across the country. Read More
We’ve exhausted the earth’s ecological budget for the year. For the next 4 months, we’ll be ringing up a deficit as the planet can no longer play catch up with our demands
This Saturday, it’s Earth Overshoot day, so at Path Financial we’re exploring our ecological ... Read More
We’ve been shortlisted as BusinessGreen’s ‘ESG Investor of the Year’
We are thrilled to announce that Path Financial has been shortlisted in the BusinessGreen ... Read More
Why Westminster’s £3bn green investment package proves it’s down to people, not politics, to save our planet
The summer budget offered an opportunity for the government to show itself as a leader on the world stage by acting boldly and with genuine purpose in the fight against climate change. Yet instead of innovation, we’ve been gifted insulation. Read More
The Make My Money Matter campaign launches today
Wishing Richard Curtis and his team at Make My Money Matter well with the launch of their campaign today. The public does not want to make a financial return from lung cancer and climate destruction. They find it immoral and repugnant. Yet most workplace pensions and personal pension fund managers persist in investing in tobacco and fossil fuel companies. Read More
COVID-19 has shown us that investing in polluting companies is not only morally wrong, but also unlikely to be good financial sense
Here at Path Financial, we have always believed in the value of positive investments and the ... Read More
Let’s build back better – our Covid-19 message
We are still open to support you in these difficult and unsettled times. Much has changed and ... Read More
Why we’re looking forward to the upcoming Make My Money Matter campaign
We were thrilled to have front row seats for a recent video conference with film screenwriter, ... Read More
Help The Planet With Your Advice!
Calling all environmentally-engaged financial advisers to join Path Financial and help tackle ... Read More
Are we starting to see a dramatic shift in investment returns based on the environmental impact companies have?
The value of Tesla shares has more than doubled over the past 6 months. Similarly, if you had ... Read More
Recruitment drive for financial advisers
New financial advice firm established specifically to tackle the climate emergency launches ... Read More
A perspective on the election
With the two turkeys who voted for Christmas well and truly roasted, the question is: where ... Read More
The Climate Crisis is everyone’s problem
The Daily Mirror should be congratulated for today devoting its entire edition and website to ... Read More
Annual Impact Investor Survey 2019
The GIIN’s 2019 Annual Impact Investor Survey signals a diverse and dynamic impact investing market. Read More
Annual Impact Investor Survey 2018
The GIIN’s 2018 Annual Impact Investor Survey signals a diverse and dynamic impact investing market. Read More
In the media
Follow The Path’s off-the-shelf solution for impact investing
In the wake of a major marketing win, an ESG specialist adviser explains how he is delivering impact without getting his hands dirty.
September, 2021
Green finance firm ‘thrilled’ at big prize win
A Battle-based financial company has been awarded a prize worth a minimum of £250,000 after being chosen as one of five winners of the Sky Zero Footprint Fund.
September, 2021
Sky’s first major campaign for Sky Zero shows fragility of life from Moon’s POV
Last month it announced the winners of its Sky Zero Footprint Fund competition, when five brands – Here We Flo, Olio, Ovo Energy, Pura and Path Financial – were awarded £250,000 each in media space on the satellite and online broadcaster.
September, 2021
Sky’s first major campaign for Sky Zero shows fragility of life from Moon’s POV
Last month it announced the winners of its Sky Zero Footprint Fund competition, when five brands – Here We Flo, Olio, Ovo Energy, Pura and Path Financial – were awarded £250,000 each in media space on the satellite and online broadcaster.
September, 2021
EVENT: Financial Advice Forum (7 September 2021)
September, 2021
Funds turn to The Matrix to see climate risks coming
Including comment from our Founder, David Macdonald
August, 2021
17 of the best podcasts for aspiring advisers
Our Brighton-based paraplanner, Casey Goodwin, has shared her favourite podcast for aspiring advisors. If you are interested in a job in the financial industry this piece is definitely worth a read!
August, 2021
Does sustainable investing mean low returns?
August, 2021
Business action
August, 2021
Winners of the £2m Sky Zero Footprint Fund revealed
August, 2021
IFA wins £250k Sky Zero Footprint Fund prize
August, 2021
Sky names winners of Sky Zero Footprint Fund
August, 2021
Challenger brands are among five winners of Sky’s £2m sustainable advertising fund
Ovo Energy, Here We Flo, Olio, Pura and Path Financial are “recognised for their ability to inspire behaviour change for a better world”.
August, 2021
Giving investors advice that helps the environment
David Macdonald selected as a finalist in this year’s Great British Entrepreneur Awards
July, 2021
Where next for ESG?
Our founder David Macdonald joins Damian Fantato for FTAdviser’s latest podcast.
July, 2021
Climate-focused financial advisor makes Sky Zero shortlist for £1m prize
The first financial advisers in the UK set up specifically to tackle the climate crisis has been shortlisted for the Sky Zero Footprint Fund.
July, 2021
Harpenden rugby star’s mission after devastating injury needed five surgeries on both her legs
One of our newest recruits, former England rugby international – Scarlett, is combining her learning on the pitch with her passions for financial management and the environment.
June, 2021
Climate crisis IFA shortlisted for £1m Sky prize
Path Financial is one of 10 companies in the running for advertising prize.
June, 2021
Meet our new paraplanner, Casey Goodwin
Did you catch our team member Casey on BBC Radio Sussex talking all things positive impact investment with Danielle Perry?
April, 2021
MPs urge FCA to crack down on investment greenwashing
Our founder, David Macdonald, has shared his insight on the recent report made by MPs after looking into greenwashing in investment.
April, 2021
How investors can guard against ESG fund greenwashing
Including comment from our Founder, David Macdonald
March, 2021
Your pension pot may be for your retirement, but it spends its life working to make money too
Including comment from our Founder, David Macdonald
March, 2021
UK undergoing green investment revolution as ordinary people use pensions to save planet
Including comment from our Founder, David Macdonald
March, 2021
Can clients claw back missed pension contributions imposed by Covid?
Including comment from our Founder, David Macdonald
March, 2021
How Green is your pension?
Including comment from our Founder, David Macdonald
February, 2021
Making informed choices: What are the big questions advisers should ask DFMs on ESG?
Including insight from our Founder, David Macdonald
February, 2021
‘We didn’t want our pensions invested in anything that was causing harm’
More people are going green and – from current accounts to savings – that can include your finances
January, 2021
Top 9 ethical financial advisers for 2021
December, 2020
The ethical investing boom and how to take part
Our Founder David Macdonald comments.
December, 2020
Money Makeover: ‘I want to invest ethically but I am sceptical’
Our Founder David Macdonald shares his views.
November, 2020
Pandemic leads more Britons to hoard physical cash
Our Founder David Macdonald comments.
October, 2020
PA360 Digital: Advisers urged to question fund managers on ‘ESG success’ definition
Featuring a panel discussion with our Founder, David Macdonald.
October, 2020
BT Pension Scheme goes green – could others follow?
Our Founder David Macdonald comments.
October, 2020
Active management matches clients to the right ESG funds
Our Founder David Macdonald comments.
October, 2020
How tech can improve financial wellbeing
Our Founder David Macdonald comments on financial wellbeing.
September, 2020
6 ways to recession-proof your finances amid the UK’s biggest economic slump on record
Our Founder David Macdonald provides some tips to recession-proof your finances amid the UK’s biggest economic slump on record
August, 2020
Money and me: I’m saving money in lockdown – where is best to put my lump sum savings?
David Macdonald, founder of Path Financial, shares his thoughts on the matter.
June, 2020
Why don’t we just… use our savings to save the planet?
“Moving £20,000 from a traditional pension fund to an impact portfolio can reduce emissions by 16 tonnes.”
June, 2020
Money and me: I want to retire in my late 50s – do I take my pension early or use savings?
David Macdonald, founder of Path Financial, shares his thoughts on the matter.
June, 2020
Is ‘eco-advice’ the next frontier?
While many thought it was a movement going nowhere, it has quickly and steadily gained traction among both clients and investment professionals; with environmental-, social- and/or governance-themed product introduced every other day.
April, 2020
David MacDonald: Coping with the crisis
Adviser Points of View catches up with David MacDonald, founder of Path Financial.
David Macdonald: ‘My day-to-day life was in conflict with my values’
As featured in Money Marketing, 26 March 2020.
March, 2020
Could Your Pension Help Save the Planet?
Think pensions are boring and complex? Well, sure, you’re not wrong. But they could also be crucial to tackling climate change.
March, 2020
50 simple ways to make your life greener
Expert tips on how to be kinder to the planet – from cooking and cleaning to fashion and finance.
February, 2020
My journey from SJP to ESG-focused advice firm
When David Macdonald envisioned his retirement, he planned to be spending most of it walking his dog and picking up plastic bottles on the beach as a way of contributing to the environment.
February, 2020
Why spending money can make you happy
“People are doing these micro activities [like avoiding plastic bags]. But moving £20,000 from traditional investing into impact investing is the carbon equivalent of taking one car off the road.”
February, 2020
Advising Extinction Rebellion: The adviser trying to tackle the climate crisis
In this week’s episode of The Pro Adviser Podcast, in association with Architas, Hannah Godfrey talks to David MacDonald, a former SJP adviser who set up a new advice firm for those who want their money to make a positive impact on the environment.
February, 2020
WHY I LEFT SJP TO FOLLOW THE PATH OF ECOLOGICAL INVESTING
After more than a decade at St James’s Place (SJP), David MacDonald wanted to pursue his own ideas about ecologically friendly investing with a new directly authorised business…
February, 2020
ECO ADVICE FIRM ON THE HUNT FOR ADVISERS
A new financial advice firm, set up specifically to tackle the climate emergency, is on the hunt for financial advisers looking to battle climate change…
January, 2020
Top 8 ethical financial advisers for 2020
December, 2019
From our social channels
After winning @SkyZeroOfficial Footprint Fund, our founder David MacDonald got to talk with @Citywire all about our unique approach to ethical investment 🍃
Want to find out more about how your money can combat climate change? Check out the article 👇
https://t.co/I9wWKyD7k2
We're thrilled to make the shortlist for 'Leading adviser for ESG Investment' and 'Leading adviser practice' in this year's Schroders UK Platform Awards ( @SchrodersUKPA ).
Good luck to all the other finalists!
🤞
#SchrodersUKPA #ESG https://t.co/6PPd4xZKlz
Are you joining tomorrow's @FTAdviser Financial Advice Forum? If so, make sure you tune in to the afternoon session, 'Are clients really looking for more ethical investments?', where our Founder David will be discussing all things ESG and how to spot greenwashing. #ESG #FAF2021 https://t.co/zkOjcRPD7q
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