I first met David on a busy afternoon in London. I was intrigued and had some inheritance money to invest, so decided to size him up. David won me over immediately with his relaxed, friendly approach. He presented Path to me and explained his goals and I was instantly hooked. Looking back now that I […]
So glad I switched, also bowled over by the performance of the funds in the first year.
I wanted to thank you and the rest of the team at Path for the excellent service I have received from you so far. When I initially contacted you I knew my future financial plans were in complete disarray on various levels, but was unsure how to make it all come together. The way forward […]
Ruth (Leamington Spa)
I held out for a long time regarding taking on a financial adviser for my own investments. I guess I was just waiting for the right one! Path matches my own values and principles in every way.
Becky and Roy (Seaford)
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 […]
I contacted Path at the beginning of 2020. I had wanted to align my investments with my values for a long time and had only recently discovered that ‘ethical pensions’ and ‘ethical ISAs’ weren’t really all that ethical… I was, and am, particularly concerned about the Climate Crisis but also concerned about human rights issues. […]
Having worked with a few financial advisors over recent years, when we found Path we quickly realised they were exactly what we had been looking for. Not only do they absolutely know their way around the technicalities of investing in eco funds, but importantly they go out of their way to understand their clients needs […]
Diane McCrea MBE (Chair of Cynnal Cymru – Sustain Wales)
I prevaricated – changing investment managers can be tedious! Yet I knew my investments were not aligned to my core values and the Sustainable Development Goals, which is contradictory since I am so careful about what I spend my money on and the impact it, and I, have on the planet. Changing all my investments […]
Anna and Nick (Bristol)
Having reached our significant 50th birthdays and worked in a variety of private organisations during our careers, my husband and I felt it was time to review our plans for the future; a need magnified by the pandemic, as we want to spend more time with our family, rather than working all hours towards an […]