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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.

01/09/2026

Your investments are only one part of your wider financial plan.

At Path, we can help you explore how charitable giving can sit alongside your investments and financial goals — including the option of supporting the Global Returns Portfolio, a curated group of not-for-profit organisations tackling climate and nature challenges.

If supporting climate action is important to you, talk to us about how it could form part of your financial plan.

Visit thepath.co.uk to find out more.

The Global Returns Portfolio is a charitable giving programme, not an investment product. Donations do not provide a financial return.

28/08/2026

The energy transition is about more than wind turbines and solar panels. Behind it sits a vast network of powerlines, storage, software and engineering.

In his latest blog post , Path Founder & Chair David Macdonald, explores why this infrastructure could play an increasingly important role in the energy system of the future - and what that may mean for long-term investors.

Read here: https://buff.ly/SS7g2al

27/08/2026

New data published by the Office for National Statistics shows that people aged 65 years and over showed increased vulnerability to both the hottest and coldest temperatures in regions of England and Wales from 1988 to 2025.

The research also shows that significantly higher mortality impacts were associated with the coldest temperatures in people aged 65 years and over, compared with those aged under 65 years.

This data has been released as part of a new study titled ‘Climate-related mortality, England and Wales: 1988 to 2025’.

Head to our website to discover how we deliver positive social, ethical, and environmental impact at Path Financial: https://buff.ly/9tlAGsJ

24/08/2026

Carbon and biodiversity credits are often presented as a way of directing capital towards environmental outcomes. But what makes those credits credible in the first place?

Path Financial Research & Investment Analyst, Zarya Moal, explores why putting a price on nature requires far more than simply creating a tradable credit.

The credibility, verification and liquidity of carbon and biodiversity credits can vary significantly, and the existence of a tradable credit does not in itself guarantee an environmental outcome or make it suitable as an investment.

Read Zarya’s full article here: https://buff.ly/IxEtPyr

19/08/2026

Today is World Humanitarian Day 🌍

Today we honour humanitarian workers and those who have lost their lives working for humanitarian causes. The date marks the anniversary of the 2003 Canal Hotel bombing in Baghdad, Iraq, which took the lives of 22 humanitarian workers.

This year’s theme is “Families of Fallen Humanitarians", shining a light on the personal stories of aid workers through the voices of the loved ones and communities that they left behind.

Find out more about the day and the impact of humanitarian aid on the United Nations website.

17/08/2026

It is important to have realistic expectations of what your financial resources can achieve, giving you greater peace of mind about what may be possible, when, and how your decisions could affect your future plans.

Key to this is understanding how each financial decision can affect other areas of your financial plan.

Swipe to find out the top factors to consider, and click here to learn more: https://buff.ly/r2L7bJh

14/08/2026

Do you know the answers to these frequently asked questions about inheritance tax?

Find out more about inheritance tax in our practical guide to IHT planning, written by Path Founder and Chair, David Macdonald.

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

13/08/2026

Path Financial is proud to once again partner with the Ethical Consumer Magazine Conference 🎉

This year’s theme is “How can we navigate the AI era ethically?” Join a powerful gathering of activists, ethical businesses, and changemakers as we explore how collective action can ignite meaningful change in our communities.

Taking place October 23rd 2026, at Rich Mix, 35-47 Bethnal Green Road.

Visit the Ethical Consumer website for more information: https://buff.ly/89iPzGD

11/08/2026

With A Level Results day round the corner, Casey Goodwin, DipPFS, our Head of Client Onboarding, shares her inspiring journey into the financial services industry.

After earning a degree in English and Creative Writing at university, Casey found herself in the finance world by chance, where her love for analysis flourished.

Swipe to find out about Casey’s path so far, and the insights that she has picked up along the way.

Address

Battle

Telephone

+443330503300

Website

https://thepath.co.uk/

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