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Ethical investment

Where positive change meets positive returns.

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.

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?

We are so impressed with the quality of service provided by Path... We always feel they are just a phone call or email away and that they know and understand our requirements...

The way forward

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

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.

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

Introducing the UK’s first Climate Solutions Portfolio

Created specifically for customers looking to tackle the climate emergency with their pensions and investments. Read more

Your pension could have 21x more impact on your carbon footprint than other behavioural changes [1]

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.

Positive impact = positive returns

The graph shows the comparative performance of an example impact investment portfolio against a non-impact industry benchmark (ARC) and the FTSE 100 Index. We have included a selection of underlying impact funds for illustration purposes. These are all funds that would be considered for inclusion in your investment portfolio with Path, though they do not represent a complete portfolio.

It’s vital to remember that past performance is no guarantee of future performance, however, the graph does show that impact investment strategies can outperform more traditional investment portfolios, with the added benefit of doing good for the planet and its populations.

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.

    © 2022 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.