Our Services
We offer market-leading ethical financial services designed to manage your wealth while investing in what matters most to you.
Our services empower you to make informed financial decisions, aligning your investments with your values while securing a sustainable future.
Financial advice
Long-term financial planning with Path 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.
Wealth management
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.
Pensions and investments
Path can give you insight into what harm your current pension & investment portfolio might be causing. We’ve made it easy to switch to a strategy that performs for you and has a positive impact on people and planet. A purposeful and rewarding transition.
Retirement planning
Prepare for your future with confidence through our comprehensive retirement planning services. We understand that each individual’s journey is unique, which is why we offer personalized strategies tailored to your specific goals, lifestyle, and financial situation.
Inheritance tax planning
Passing on you hard earned wealth to your loved ones is a priority for many. Inter-generational planning is a complex area, and Path Financial has the expertise to help.
Protection
Many people don’t believe they need insurance – but income protection, life insurance or family income benefit, can offer a valuable safety net.
Philanthropy
The first selection of diverse, effective and scalable not-for-profit organisations tackling climate change.
AS FEATURED IN
A COLLECTIVE CALL FOR CHANGE
Our accreditations and memberships
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.