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?

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’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

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

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’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

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?

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…

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

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

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?

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

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

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?

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

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?

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

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

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’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

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

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

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

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

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!

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?

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

Recruitment drive for financial advisers

New financial advice firm established specifically to tackle the climate emergency launches ... Read More

A perspective on the election

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 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

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

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)

INVESMENTS Fireside chat: Are clients really looking for more ethical investments?

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

Business action

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

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

From our social channels

1 week ago
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
2 weeks ago
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
3 weeks ago
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
3 weeks ago
2 months ago
2 months ago
2 months ago
3 months ago
3 months ago

RECEIVE UPDATES FROM PATH FINANCIAL

Join our mailing list and be the first to hear about our continuing journey and service offerings.


Error: Please provide a valid email address
Error: You must agree with our Privacy Policy

FOLLOW PATH FINANCIAL

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.

© 2021 The Path Financial Ltd. All rights reserved.