Path Financial

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Path Financial

Award-winning, Chartered Independent Financial Advisers and expert Wealth Managers. Secure a brighter future by investing your money wisely.

For those seeking transparency and maximum impact in their pension, savings and investment choices. Our pensions, investment and wealth management services are for savers and investors who want to create a better, more sustainable future for all. We help business-owners, entrepreneurs, couples, individuals, retirees and families build a lasting legacy to be proud of.

17/07/2026

Nature has often been treated as a free resource, despite underpinning many parts of the global economy. As awareness grows around the financial risks linked to nature loss, investors are increasingly exploring how capital can support conservation and restoration.

Instruments such as nature-related bonds are among the approaches being developed to help direct finance towards nature-positive outcomes. However, as with any investment area, careful assessment is needed, including the financial risks, the credibility of impact claims and the quality of available data.

In her latest article, Research & Investment Analyst Zarya Moal explores how nature finance seeks to address this gap, the potential opportunities and challenges for investors, and the issues that still need to be resolved.

Read here: https://buff.ly/Uh4uoK1

*Capital at risk. This content is for general information only and does not constitute personal advice.

15/07/2026

From Pembroke to the Celtic Sea, Wales is showing how the energy transition could reshape infrastructure, industry and long-term investment themes.

The latest blog from Path Founder & Chair, David Macdonald, explores the benefits and future of this shift - ‘Net Zero, made in Wales: How Pembroke is powering the future.’

Read here: https://buff.ly/1e4n6Yg

13/07/2026

The UK Government has announced changes to the National Insurance treatment of pension salary sacrifice from April 2029.

The changes could affect the tax efficiency of pension contributions for some savers, particularly where contributions above the new threshold are made through salary sacrifice.

Unsure what this could mean for your retirement planning? Our advisers can help you understand your options.

Get in touch here: https://buff.ly/n9hoxKI

*Tax rules can change. This is general information, not personal advice.

09/07/2026

Whether your wealth has been earned, inherited or built through long-term investing, estate planning can help ensure your assets are passed on in line with your wishes.

Inheritance Tax planning can be complex, and the right approach will depend on your personal circumstances, including the value and structure of your estate, your beneficiaries, and the allowances and reliefs available at the time.

With appropriate financial advice — and legal or tax advice where needed — it may be possible to reduce a potential Inheritance Tax liability and make better use of the options available to you.

Here are some of the main areas to consider 👆

*Tax treatment depends on individual circumstances and may change. This post is for general information only and does not constitute personal advice.

07/07/2026

A 2024 study from Handelsbanken Wealth and Asset Management showed that 69% of women would prefer to work with a female financial adviser.

Financial Planner & Vulnerability Champion, Rowan Harding, DipPFS, wrote an article for FT Adviser earlier in the year on the importance of greater female representation in the financial services industry.

“In financial advice, women’s perspectives can be valuable in terms of the deeper level of empathy. This can mean more focus on objectives and goals and emotional support, rather than a traditional focus on being overly technical, using too much jargon, spouting numbers and being unapproachable for questions.”

At Path, we are dedicated towards making financial services a more inclusive industry. Head to our website to find out more about our commitments, and read Rowan’s article in full here: https://buff.ly/2O6rsbd

03/07/2026

How much is enough for retirement? The answer is more complicated than a single savings target.

Founder and Chair, David MacDonald’s latest blog explains how to build a sustainable retirement income, make the most of tax-efficient planning, and create a financial strategy that helps you live well — not simply leave money behind.

Read here: https://buff.ly/xUCio7u

02/07/2026

At Path Financial, we make it easy to align your pensions and investments with your goals, creating a meaningful and rewarding journey that also creates a positive impact.

We provide valuable insight into the potential harm your current pension and investment portfolio may be causing and make it simple to transition to a strategy that works better for you.

Find out more about our ethical pensions and investment services here: https://buff.ly/8eTUIad

24/06/2026

While much of the media attention remains focused on Tech and AI, a quieter shift is taking place in the background. Whether driven by stretched valuations or rising political and fiscal uncertainty in the US, investors are beginning to reassess their exposure to US and Tech equities.

Path Financial Research & Investment Analyst, Zarya Moal, explores whether this is the beginning of the end for US exceptionalism in her latest blog. Read here: https://buff.ly/M8haetC

23/06/2026

At Path Financial we are a dedicated team, whose members demonstrate meticulous attention to compliance and a commitment to our clients’ well-being.

We asked our team what their friends and family think about their work at Path Financial.

Take a look at Rowan’s response below, and find out more about our values here: https://buff.ly/htFcn0s

19/06/2026

At Path Financial, we are driven by a mission to align financial growth with meaningful impact.

Our portfolios are managed with a dual mandate: aligning investments with our clients’ financial needs while driving meaningful, measurable impact. We believe that true impact lies in how money is managed, and carefully select investment managers who share this ethos.

Find out more about our positive impact portfolios and their impact here: https://buff.ly/oZJlzvP

*Figures are based on values for the period January–December 2025

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Battle

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+443330503300

Website

https://thepath.co.uk/

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