Path Financial
@thepathfinancial.bsky.social
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.
thepath.co.uk
Secure a brighter future by investing your money wisely. For those seeking transparency and maximum impact in their pension, savings and investment choices.
thepath.co.uk
At Path, our Positive Impact investment approach aims to support your long-term financial goals while investing in companies and funds selected for their positive environmental and social characteristics.
[1/2]
[1/2]
September 17, 2026 at 11:02 AM
At Path, our Positive Impact investment approach aims to support your long-term financial goals while investing in companies and funds selected for their positive environmental and social characteristics.
[1/2]
[1/2]
It’s Pension Awareness Week!
At Path Financial, we help you align your pensions and investments with your goals, values and sustainability preferences.
Find out more about our pension services here: buff.ly/pfGfrXt
At Path Financial, we help you align your pensions and investments with your goals, values and sustainability preferences.
Find out more about our pension services here: buff.ly/pfGfrXt
September 14, 2026 at 11:02 AM
It’s Pension Awareness Week!
At Path Financial, we help you align your pensions and investments with your goals, values and sustainability preferences.
Find out more about our pension services here: buff.ly/pfGfrXt
At Path Financial, we help you align your pensions and investments with your goals, values and sustainability preferences.
Find out more about our pension services here: buff.ly/pfGfrXt
Our dedicated team of protection specialists who have a deep understanding of the insurance products.
They aren’t tied to any single provider – instead they carry out in-depth due diligence on all insurance providers and products, and maintain an in-house list of approved plans.
[1/2]
They aren’t tied to any single provider – instead they carry out in-depth due diligence on all insurance providers and products, and maintain an in-house list of approved plans.
[1/2]
September 9, 2026 at 11:02 AM
Our dedicated team of protection specialists who have a deep understanding of the insurance products.
They aren’t tied to any single provider – instead they carry out in-depth due diligence on all insurance providers and products, and maintain an in-house list of approved plans.
[1/2]
They aren’t tied to any single provider – instead they carry out in-depth due diligence on all insurance providers and products, and maintain an in-house list of approved plans.
[1/2]
Your financial plan can reflect more than your financial goals. For our clients, how their money is invested matters too.
At Path, we can help you understand your options and consider your sustainability preferences alongside your wider objectives, circumstances and attitude to risk.
[1/2]
At Path, we can help you understand your options and consider your sustainability preferences alongside your wider objectives, circumstances and attitude to risk.
[1/2]
September 7, 2026 at 11:01 AM
Your financial plan can reflect more than your financial goals. For our clients, how their money is invested matters too.
At Path, we can help you understand your options and consider your sustainability preferences alongside your wider objectives, circumstances and attitude to risk.
[1/2]
At Path, we can help you understand your options and consider your sustainability preferences alongside your wider objectives, circumstances and attitude to risk.
[1/2]
We’re pleased to have contributed to Charity Finance’s 2026 Investment Consultants Survey, published by Civil Society Media.
This year’s survey brings together 18 firms working with charities on investment matters, with Path Financial joining as the only new respondent.
This year’s survey brings together 18 firms working with charities on investment matters, with Path Financial joining as the only new respondent.
September 4, 2026 at 1:45 PM
We’re pleased to have contributed to Charity Finance’s 2026 Investment Consultants Survey, published by Civil Society Media.
This year’s survey brings together 18 firms working with charities on investment matters, with Path Financial joining as the only new respondent.
This year’s survey brings together 18 firms working with charities on investment matters, with Path Financial joining as the only new respondent.
Rowan Harding, DipPFS our Financial Planner & Vulnerability Champion, found Path after reading a Financial Times article: “I was so heartened to find someone who sees financial services like me, and knows there is another way, a much better, sustainable, ethical, equal, fair, open and honest way."
September 3, 2026 at 11:01 AM
Rowan Harding, DipPFS our Financial Planner & Vulnerability Champion, found Path after reading a Financial Times article: “I was so heartened to find someone who sees financial services like me, and knows there is another way, a much better, sustainable, ethical, equal, fair, open and honest way."
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.
[1/2]
[1/2]
September 1, 2026 at 11:01 AM
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.
[1/2]
[1/2]
The energy transition is about more than wind turbines and solar panels. Behind it sits a vast network of powerlines, storage, software and engineering.
[1/2]
[1/2]
August 28, 2026 at 11:02 AM
The energy transition is about more than wind turbines and solar panels. Behind it sits a vast network of powerlines, storage, software and engineering.
[1/2]
[1/2]
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.
[1/2]
[1/2]
August 27, 2026 at 11:00 AM
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.
[1/2]
[1/2]
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?
Zarya Moal explores why putting a price on nature requires far more than simply creating a tradable credit.
Zarya Moal explores why putting a price on nature requires far more than simply creating a tradable credit.
August 24, 2026 at 11:02 AM
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?
Zarya Moal explores why putting a price on nature requires far more than simply creating a tradable credit.
Zarya Moal explores why putting a price on nature requires far more than simply creating a tradable credit.
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.
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.
August 19, 2026 at 11:01 AM
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.
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.
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.
August 17, 2026 at 11:02 AM
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.
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: buff.ly/fawNVcm
Find out more about inheritance tax in our practical guide to IHT planning, written by Path Founder and Chair, David Macdonald.
Read here: buff.ly/fawNVcm
August 14, 2026 at 11:01 AM
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: buff.ly/fawNVcm
Find out more about inheritance tax in our practical guide to IHT planning, written by Path Founder and Chair, David Macdonald.
Read here: buff.ly/fawNVcm
Path Financial is proud to once again partner with the @ethical-consumer.bsky.social Conference, where this year’s theme is “How can we navigate the AI era ethically?” 🎉
Join us on October 23rd 2026 at Rich Mix, 35-47 Bethnal Green Road.
Visit here for more information: buff.ly/89iPzGD
Join us on October 23rd 2026 at Rich Mix, 35-47 Bethnal Green Road.
Visit here for more information: buff.ly/89iPzGD
August 13, 2026 at 11:26 AM
Path Financial is proud to once again partner with the @ethical-consumer.bsky.social Conference, where this year’s theme is “How can we navigate the AI era ethically?” 🎉
Join us on October 23rd 2026 at Rich Mix, 35-47 Bethnal Green Road.
Visit here for more information: buff.ly/89iPzGD
Join us on October 23rd 2026 at Rich Mix, 35-47 Bethnal Green Road.
Visit here for more information: buff.ly/89iPzGD
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.
August 11, 2026 at 11:01 AM
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.
As the effects of climate change and other environmental challenges become increasingly apparent, investors are paying greater attention to the environmental and social consequences of where capital is invested.
August 6, 2026 at 11:01 AM
As the effects of climate change and other environmental challenges become increasingly apparent, investors are paying greater attention to the environmental and social consequences of where capital is invested.
280,000 recent divorces were delayed due to financial pressures, according to Legal & General research.
Divorce can have significant financial consequences, with pensions often forming an important part of the overall settlement, particularly for those divorcing later in life.
Divorce can have significant financial consequences, with pensions often forming an important part of the overall settlement, particularly for those divorcing later in life.
August 3, 2026 at 11:01 AM
280,000 recent divorces were delayed due to financial pressures, according to Legal & General research.
Divorce can have significant financial consequences, with pensions often forming an important part of the overall settlement, particularly for those divorcing later in life.
Divorce can have significant financial consequences, with pensions often forming an important part of the overall settlement, particularly for those divorcing later in life.
Climate adaptation is becoming an increasingly important consideration for long-term investors, as companies look to manage physical risks, protect operations and build resilience in a changing climate.
Find out more here: buff.ly/boobMIM
Find out more here: buff.ly/boobMIM
July 30, 2026 at 2:38 PM
Climate adaptation is becoming an increasingly important consideration for long-term investors, as companies look to manage physical risks, protect operations and build resilience in a changing climate.
Find out more here: buff.ly/boobMIM
Find out more here: buff.ly/boobMIM
In this blog, Founder and Chair, David Macdonald takes a look at how sustainable and impact investments continue to grow in popularity and are increasingly being viewed not simply as ethical choices, but as sensible investment disciplines.
Read in full here: buff.ly/U3Qf8EM
Read in full here: buff.ly/U3Qf8EM
July 21, 2026 at 11:02 AM
In this blog, Founder and Chair, David Macdonald takes a look at how sustainable and impact investments continue to grow in popularity and are increasingly being viewed not simply as ethical choices, but as sensible investment disciplines.
Read in full here: buff.ly/U3Qf8EM
Read in full here: buff.ly/U3Qf8EM
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.
July 17, 2026 at 11:01 AM
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.
The latest blog from Path Founder & Chair, David Macdonald, explores the benefits and future of West Wales' latest energy transition - ‘Net Zero, made in Wales: How Pembroke is powering the future.’
Read here: buff.ly/1e4n6Yg
Read here: buff.ly/1e4n6Yg
July 15, 2026 at 11:02 AM
The latest blog from Path Founder & Chair, David Macdonald, explores the benefits and future of West Wales' latest energy transition - ‘Net Zero, made in Wales: How Pembroke is powering the future.’
Read here: buff.ly/1e4n6Yg
Read here: buff.ly/1e4n6Yg
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.
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.
July 13, 2026 at 11:01 AM
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.
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.
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.
Here are some of the main areas to consider. 👇
Here are some of the main areas to consider. 👇
July 9, 2026 at 11:01 AM
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.
Here are some of the main areas to consider. 👇
Here are some of the main areas to consider. 👇
A 2024 study from Handelsbanken Wealth and Asset Management showed that 69% of women would prefer to work with a female adviser.
Financial Planner & Vulnerability Champion, Rowan Harding, DipPFS, wrote an article on the importance of greater female representation in the financial services industry.
Financial Planner & Vulnerability Champion, Rowan Harding, DipPFS, wrote an article on the importance of greater female representation in the financial services industry.
July 7, 2026 at 11:03 AM
A 2024 study from Handelsbanken Wealth and Asset Management showed that 69% of women would prefer to work with a female adviser.
Financial Planner & Vulnerability Champion, Rowan Harding, DipPFS, wrote an article on the importance of greater female representation in the financial services industry.
Financial Planner & Vulnerability Champion, Rowan Harding, DipPFS, wrote an article on the importance of greater female representation in the financial services industry.
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 create a financial strategy that helps you live well — not simply leave money behind.
Read here: buff.ly/CnfdJ3I
Founder and Chair, David MacDonald’s latest blog explains how to create a financial strategy that helps you live well — not simply leave money behind.
Read here: buff.ly/CnfdJ3I
July 3, 2026 at 11:00 AM
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 create a financial strategy that helps you live well — not simply leave money behind.
Read here: buff.ly/CnfdJ3I
Founder and Chair, David MacDonald’s latest blog explains how to create a financial strategy that helps you live well — not simply leave money behind.
Read here: buff.ly/CnfdJ3I