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Financial advice

Planning for a positive future

Throughout life, there are many aspects of your personal finances you need to consider – buying your first home, changing career, planning for your children’s education, or thinking about winding down from work.

Many of us might have a vague idea of what to plan for in the short-term, such as holidays or a job change. For some of us, we may have already begun saving for the bigger expenses in future. A few of us may even have a concrete plan about when and how we want to retire.

Thinking about the longer-term can be complex and can be hard to visualise on your own. Knowing where to start on your financial planning journey can be daunting:

  • What goals should you prioritise first?
  • Will your existing provision be enough?
  • Should you start saving more?
  • What about emergencies?
  • When do you want to retire?
  • How much will you need?
  • Will a pension alone be enough in retirement?
  • Have you forgotten anything?

Forming a financial plan can make all the difference to your long-term goals, including financial independence, early retirement and making sure your family is looked after in the future, in addition to making sure you can also meet your short to medium-term needs.

Long-term financial planning advice with Path Financial will help you stay on track to achieving the future you want. We’ll be here with you every step of the way, for advice and reassurance about the things that matter most to you.

And with our positive impact investment approach, you can be sure that not only are you planning a sustainable future for you and your family, but for the planet too.   

The financial planning process

Our financial planning process is tailored to your individual needs. You can expect the following from our Financial Advice service:

  • A personal ongoing relationship with your Path Financial Planner, and wider support from our expert team
  • Holistic advice focused on your goals, attitude to investment risk, knowledge, and experience with emphasis on your personal ethical values
  • Full analysis of your current savings and investments, and advice on how best to structure your finances for the future you want
  • A better understanding of your environmental and social impact and ongoing support to make sure your financial plan remains aligned to your personal principles
  • Ongoing reassurance and regular reviews of your personal circumstances, life events and changing needs throughout your working life and into retirement
  • Estate planning to protect your family and ensure a lasting legacy that you can be proud of

Like all the services we offer, an initial consultation with Path Financial 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?

Our qualified advisers are experienced professionals

Path Climate Solutions Portfolio: a UK first

Created specifically for customers looking to tackle the climate emergency with their pensions and investments, money invested in the Path Climate Solutions Portfolio is not just aligned with UN Sustainable Development Goals (SDGs), it’s focused on tackling climate change. Learn more

Helping you make a positive impact with your pension, savings and investments

TYF Group Founder and Director Andy Middleton advises governments and business large and small on sustainable strategies. He’s had his own ethical pension for 15 years – so why did he transfer his pension to Path?
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Why Diane McCrea moved her pension and ISAs to Path.
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Becky and Roy Francomb – grandparents who want their pension to make a difference and help tackle climate change.
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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 Limited. Registered in England. Company No. 11583740. Registered office address: The Path Financial Limited, Watch Oak, Battle, TN33 0YD.

Authorised and regulated by the Financial Conduct Authority. The Path Financial Limited 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 Limited. All rights reserved.

Created specifically for customers looking to tackle the climate emergency with their pensions and investments, money invested in the Path Climate Solutions Portfolio is not just aligned with UN Sustainable Development Goals (SDGs), it’s focused on tackling climate change.

The Path Climate Solutions portfolio is the optimal choice for helping to tackle the climate crisis. It’s not just green, but deep green. It’s the best climate solutions tilt to a portfolio, whilst also offering the prospect of superior investment returns.

If you’re interested in finding out more about our Climate Solutions Portfolio, book your free consultation with one of our Financial Planners today.