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Lava Flows, Northeastern Kenya

Investments

Investing for your personal goals – and your personal values

Funding house deposits, university costs, weddings, helping family or friends, or perhaps just saving for a rainy day – there are many personal savings goals that can arise between now and retirement.

The way forward

Outstanding financial performance
Maximum climate impact
Optimised for UN Sustainable Goals
Welcoming, expert advisers

You may have a lump sum that needs a home or want to achieve a better rate of return than your current savings will allow. Your goals may be long-term, short-term, or somewhere in the middle. And the level of risk you want to take – low risk, high risk or more of a balanced approach?

Personal investment goals are as varied and unique as your individual values.

With so many investment account types available, it can very quickly become overwhelming, particularly in terms contribution limits, your various allowances and how investing can impact on your tax position. A good investment strategy and well-structured portfolio can make a big difference to reaching your financial aspirations. 

By choosing to structure your investments with Path Financial, you can be sure that your strategy is working hard not only for you and your family – but for people and planet too.

We are so impressed with the quality of service provided by Path, in particular how quickly they respond to enquiries and keep us updated on the progress of transactions. We always feel they are just a phone call or email away and that they know and understand our requirements so we don’t need to keep repeating them to different people. It’s very much a personal service. David and his team have listened and delivered exactly what we wanted.
Becky and Roy, Seaford

Investing for impact

It’s not only pensions that can have enormous impact – your personal investments can also contribute to a more sustainable world.

  • We’ll structure your investments with you in mind – your attitude to investment risk, personal circumstances, timeframe, and experience, with our ongoing support to help you achieve your goals
  • Your personal values will take centre-stage with our ethically led investment strategies and portfolio alignment to the UN Sustainable Development Goals

Path investment review service

With a dedicated Path Financial Planner, and the support of our wider Path team, we can work to optimise your investment portfolio by:

  1. Reviewing the suitability of your existing investment accounts
  2. Analysing the performance and features of your current savings and investments
  3. Understanding the environmental and social impact of your investments
  4. Planning and structuring your portfolio around your short, medium, and long-term goals
  5. Ensuring that your portfolio is aligned to your personal values

An initial Path consultation is completely free. We’re not salesy. There won’t be any pressure. We’re just passionate experts, keen to explain what we do and see if there’s a fit with your needs.

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

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?
Read customer story

Why Diane McCrea moved her pension and ISAs to Path.
Read customer story

Becky and Roy Francomb – grandparents who want their pension to make a difference and help tackle climate change.
Read customer story

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.