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Wealth Management

Protecting the planet while protecting your wealth.

Our experienced wealth managers specialise in growing your wealth for your future and generations to come – all while investing in a better tomorrow for people and planet.

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Inheritance tax and estate planning
Inter-generational wealth management
Business owners and entrepreneurs
Portfolio management
Effective climate philanthropy options

Our ongoing wealth management is bespoke and designed around you and your family’s needs, goals, and ambitions.

Following a good financial plan allows you to grow your wealth – protecting it is the next step. Market volatility, investment risk, taxes, inheritance, and missed opportunities; there are many unexpected events that can potentially disrupt your financial plan.

At Path our expert team can provide a range of services to assist with managing your wealth for your future and generations to come – all while investing in a better tomorrow for people and planet with our UN Sustainable Development Goals-aligned portfolio offering.

Our ongoing wealth management is bespoke and designed around you and your family’s needs, goals, and ambitions.

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

Examples of our wealth management services can include:

  • Tailored advice for business owners, from funding your retirement, cash flow projection and business protection, to selling your company in later years or passing it on to the next generation.
  • Ongoing monitoring of your tax position, allowances, and reliefs, and spotting additional investment opportunities as your portfolio grows and changes.
  • Trust planning, inheritance tax and estate planning services, ensuring a tax-efficient and protected portfolio for you and your loved ones and a legacy you can be proud of.
  • Inter-generational wealth planning will help your portfolio continue to offer maximum positive environmental and social impact, building a better a world for your beneficiaries well into the future.
  • Portfolio management to ensure your long-term plans are structured tax-efficiently, while allowing you more flexibility should your journey take an unexpected turn.
  • Our ongoing management and reassurance will be with you at each step to help keep your strategy on target and to meet yours and your family’s changing lifetime goals.
  • The Global Returns Portfolio curates effective climate not-for-profits for those looking to directly regenerate the planet through regular philanthropic contributions.

Positive Impact = Positive Returns

The graph shows the comparative performance of an example impact investment portfolio against the UK Consumer Price Index.

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.

[1] Recent research by Make My Money Matter.

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.

Path Financial are leading ethical financial advisers based in the UK.

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 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.

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