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 repeating them to different people. It’s very much a personal service. David and his team have listened and delivered exactly what we wanted.
Neither of us is very experienced in the field of financial investment but the advice provided to us has given us a great understanding of how pensions and investments work and what our options are. David has always been very transparent and explained the risks involved so we could decide which course of action would suit us best.
In these very uncertain times, we had braced ourselves for potential slow or even negative growth in our investments however, we have been very pleasantly surprised by the healthy return we have seen in the last 6 months, since our portfolio was setup. We realise this is a long-term investment and there will be dips and peaks but it’s certainly a very encouraging start. We find the dashboard very easy to use, and enjoy finding out more about the funds involved and where the money is doing good around the world.
Before finding Path, we had spoken to a few other financial advisers who had been recommended to us, and while they clearly understood their own products and services, they had very little clue about ethical investments. When we asked about how we could use our money to fund environmental and social projects one adviser told us that we might as well give our money to Greenpeace! It’s such a relief to find a company that understands and share our values, and has clearly shown us that looking after the planet and providing for our future financial security are not mutually exclusive.
We have recommended Path to family and friends – especially those who like us are involved in environmental activism. We feel that although other companies are beginning to offer some ethical options, they simply do not compare with Path where ethical considerations at the core of everything they do and the very reason they exist.