Menu

Financial advice

Financial advice offers peace of mind and delivers value at every stage of life.

Numerous studies have demonstrated that working with a financial adviser and adhering to a long-term financial plan can significantly improve your financial well-being and security.

Aligning your investments with your values can create a positive impact, making the world a better place for both you and future generations.

Why not reach out to us today to schedule a free initial consultation and take the first step toward turning your dreams into reality?

Financial planning lifecycle

financial-planning-timeline-1024x316

Knowing how to start your journey to a more prosperous future can be daunting. As independent chartered financial advisers we will help you to:

Reflect on what truly matters to you when it comes to money;
Identify and prioritise your short-term needs and wants alongside your long-term goals;
Evaluate your current financial resources and assess how far they will take you toward achieving your goals;
Understand the environmental and social impact of your pensions and investments;
Offer you our expert and informed perspective on important matters that could impact you and your loved ones, which you may not have yet considered;
Provide guidance, advice and recommendations on how to fully achieve your financial ambitions;
Align your values around people and planet with your investments.

Financial planning is an iterative process, with ongoing financial advice you will have the best chance of reaching your goals.

We help you keep your financial plan on track.
We provide you with peace of mind.
We look after and administer your finances, giving you time to live your life.
We build your financial confidence with regular meetings and financial education.
We are your financial sounding board, helping you not to make rash or knee jerk decisions.
We are always here when you need our expertise and advice, life is unpredictable.

Our financial planning process

financial-planning-process

An initial consultation with Path is completely free. We’re keen to explain what we do and how we can best meet your needs – why not book your free consultation today?

Changing all my investments to Path makes me feel so much better about what my money is achieving for me and my values for the future of our planet.
– Diane McCrea, Path customer since 2020

Those who receive advice accumulate more assets and have more retirement income than those who don’t – the benefits of advice outweigh any costs associated with it.*

Book a free consultation

    * The value of financial advice – A Research Report from ILC-UK

    AS FEATURED IN

    Financial Advice
    Financial Advice
    Financial Advice
    Financial Advice
    Financial Advice
    Financial Advice
    Financial Advice
    Financial Advice
    Financial Advice
    Financial Advice

    A COLLECTIVE CALL FOR CHANGE

    Our accreditations and memberships
    Accreditation-B-Corp
    Financial Advice
    Financial Advice
    Financial Advice
    Financial Advice
    Accreditation-Better-Business-Act
    Accreditation-Business-Declares
    Financial Advice
    Financial Advice

    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.