Path Financial

We are thrilled to have achieved corporate Chartered status from the Chartered Insurance Institute. Every firm that holds Chartered status adheres to an ethical code that underpins broader commitments to professional values. These commitments include putting customers’ interests first, investing in ongoing development of their people’s technical skills and knowledge, plus supporting wider initiatives that benefit society as well as the growth of the profession. Matthew Hill, Chief Executive at the CII Group, said: “By achieving corporate Chartered status, Path Financial has made a public declaration to professional standards, and has committed to upholding the Chartered Ethos of nurturing knowledge, client centricity and serving society.” #ChooseChartered #CharteredProfessionals #CharteredFinancialPlanners

Meet Rowan Harding, our passionate Vulnerability Champion and Financial Advisor. 👋 Rowan is deeply committed to understanding and addressing how vulnerability can impact our clients. She ensures that our services are tailored, supportive, and delivered with the utmost care and compassion. #pathfinancial #meettheteam #financialplanning

We recently conducted a survey to understand which ethical exclusions matter most to our clients. The results revealed that the top priorities for exclusion were fossil fuel production and weapons and harmful armaments, closely followed by tobacco and gambling. At Path Financial, we are committed to aligning your pension investments with your ethical standards. We listen to your values to ensure your investments contribute to a more sustainable and responsible future. Find out how we can help you invest in a sustainable future 👉 https://buff.ly/3VPcsVZ #pathfinancial #clientsurvey #sustainableinvestments #greenpension

‘I started my ethical advice firm when I realised I was part of the problem’ Earlier this month, our founder David Macdonald spoke to FTAdviser’s Coffee Corner about why he decided to set up Path Financial🌱 David talks about finding it challenging to invest his money in positive solutions that aim to better the planet. Realising others must be feeling the same way, he took the plunge and launched Path in 2019 Now, Path help between 700 and 800 households align their money with their values 💰 Read the full article here: https://buff.ly/3WCmhXE Photo creds: Carmen Reichman/FT Adviser

💡 Mid-Week Energy Saving Tips 💡 As we continue to celebrate Energy Saving Week, here are some practical tips to help you save energy and reduce your bills. Swipe to discover how small changes can make a big difference! #energysavingweek #pathfinancial #energysavingtips #sustainableinvesting #greenfuture #saveenergy

Energy Saving Week is here! 🌍 With the energy price cap rising this January, it's crucial to consider how we can all save on energy costs during these cold months. At Path Financial, we are committed to sustainable investing and reducing reliance on fossil fuels. By making energy-efficient choices, you can lower your bills and contribute to a greener future. Learn about how Path Financial can help you invest in a sustainable future 👉 https://buff.ly/47Jglzl #bigenergysavingweek #pathfinancial #sustainableinvesting #energyefficiency #greenfuture

January: The month of new beginnings and... Divorce? Did you know that January sees a significant spike in divorce rates compared to other months? Often referred to as "Divorce Month", many couples decide to begin the new year with a fresh start. At Path Financial, we understand the financial challenges that come with divorce. From dividing assets to planning for a sustainable future, we're here to help you navigate this difficult time. Get in touch to find out how we can support you 👉 https://buff.ly/47Jglzl #divorcemonth #pathfinancial #financialplanning

From ethical investments to transforming a 300-year-old house into an eco-friendly haven, Sarah and Steve Barr are dedicated to making a positive impact on the environment. 🌍 They discovered Path Financial while searching for investment options that aligned with their environmental values. Steve, a former senior architect at Barclays, and Sarah, a former teacher involved in anti-fracking movements, were impressed by Path's dedication to green investments. Their journey with Path Financial has not only influenced their family but also inspired them to undertake a major renovation project, incorporating advanced sustainable features into their new home. Read more in our latest blog: https://buff.ly/4gjwCQj #sustainability #greeninvesting #pathfinancial #ecohome #positivechange

January is the perfect time to make small changes that have a big impact on our planet. 🌍 Here are some simple ways to reduce your carbon footprint this month. 👇 #pathfinancial #carbonfootprint #sustainableliving #ecofriendly #dryjanuary #veganuary

Divorce can have a major financial impact, especially for women. From dividing assets to planning for the future, there are many crucial decisions to make. At Path Financial, we're here to help you navigate these challenges. Read our full guide on financial help for women going through divorce here 👉 https://buff.ly/4fglu5e #pathfinancial #divorcemonth #financialplanning