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ISAs

Begin your journey investing for better

Individual savings accounts (ISAs) are the perfect place to save your money – whether you are just starting out on your investment journey or continuing to build up your tax-efficient portfolio.

The way forward

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

There are a number of ISA types available, including cash, stocks & shares, lifetime and innovative finance. Investment growth within an ISA is free of tax, allowing a higher level of growth than some alternative investments. They can also offer more flexibility in accessing your savings than locking away funds in a pension.

Junior ISAs are also available, allowing you to get a head start on funding life events for your children, like university fees or their first property.

Choosing to invest your savings with Path Financial will ensure you not only utilise your valuable annual ISA allowance but ensure that your savings are invested in line with your future goals – and in line with your personal values.

Investment within our UN Sustainable Development Goal-aligned portfolios will ensure your savings are working hard for both you and the planet too.

ISA funding is only one part of our holistic financial advice offering – why not take a look at some of our other services too?

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.