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
🌱 A few years ago, Jo decided she wanted to actively contribute to sustainable sectors that need investment in order to grow, but found that many ethical funds only go so far in terms of achieving sustainability - that’s when she found us.
🔗 Read Jo’s full story via the link in our bio.
🔗 Read Jo’s full story via the link in our bio.
November 12, 2025 at 12:02 PM
🌱 A few years ago, Jo decided she wanted to actively contribute to sustainable sectors that need investment in order to grow, but found that many ethical funds only go so far in terms of achieving sustainability - that’s when she found us.
🔗 Read Jo’s full story via the link in our bio.
🔗 Read Jo’s full story via the link in our bio.
Did you catch our team at the Ethical Consumer Conference last Friday? 🌿
Last week, Chartered Financial Planner, Shams Kabir, and Financial Planner, Rowan Harding, took to the conference to talk all things Path Financial and ethical investment with attendees.
Last week, Chartered Financial Planner, Shams Kabir, and Financial Planner, Rowan Harding, took to the conference to talk all things Path Financial and ethical investment with attendees.
November 11, 2025 at 3:30 PM
Did you catch our team at the Ethical Consumer Conference last Friday? 🌿
Last week, Chartered Financial Planner, Shams Kabir, and Financial Planner, Rowan Harding, took to the conference to talk all things Path Financial and ethical investment with attendees.
Last week, Chartered Financial Planner, Shams Kabir, and Financial Planner, Rowan Harding, took to the conference to talk all things Path Financial and ethical investment with attendees.
Meet Victoria, one of our fantastic Paraplanners at Path Financial!
Victoria joined the financial sector from the world of PR, Marketing and Business Development. She derives happiness and fulfilment from looking after people and the planet.
Meet the rest of our team via the link in our bio! 🌿
Victoria joined the financial sector from the world of PR, Marketing and Business Development. She derives happiness and fulfilment from looking after people and the planet.
Meet the rest of our team via the link in our bio! 🌿
November 10, 2025 at 12:02 PM
Meet Victoria, one of our fantastic Paraplanners at Path Financial!
Victoria joined the financial sector from the world of PR, Marketing and Business Development. She derives happiness and fulfilment from looking after people and the planet.
Meet the rest of our team via the link in our bio! 🌿
Victoria joined the financial sector from the world of PR, Marketing and Business Development. She derives happiness and fulfilment from looking after people and the planet.
Meet the rest of our team via the link in our bio! 🌿
Roughly 1/3 women feel trapped in a relationship due to a lack of financial independence. (MoneyShe)
Path Financial planner Rowan Harding spoke to The Independent about the importance of women having their own savings pot to help give them freedom.
🔗 Read the full article via the link in our bio.
Path Financial planner Rowan Harding spoke to The Independent about the importance of women having their own savings pot to help give them freedom.
🔗 Read the full article via the link in our bio.
November 6, 2025 at 12:01 PM
Roughly 1/3 women feel trapped in a relationship due to a lack of financial independence. (MoneyShe)
Path Financial planner Rowan Harding spoke to The Independent about the importance of women having their own savings pot to help give them freedom.
🔗 Read the full article via the link in our bio.
Path Financial planner Rowan Harding spoke to The Independent about the importance of women having their own savings pot to help give them freedom.
🔗 Read the full article via the link in our bio.
The Budget is set for release on 26th November, where Chancellor Rachel Reeves will set out her plans for the economy.
If you’re concerned about how the budget may impact your finances, contact us today and book your free consultation with a member of the friendly Path Financial team. 🌱
If you’re concerned about how the budget may impact your finances, contact us today and book your free consultation with a member of the friendly Path Financial team. 🌱
November 4, 2025 at 12:01 PM
The Budget is set for release on 26th November, where Chancellor Rachel Reeves will set out her plans for the economy.
If you’re concerned about how the budget may impact your finances, contact us today and book your free consultation with a member of the friendly Path Financial team. 🌱
If you’re concerned about how the budget may impact your finances, contact us today and book your free consultation with a member of the friendly Path Financial team. 🌱
Meet David Macdonald, Chartered Financial Planner and founder of Path Financial!
Shocked by the unprecedented climate and ecological emergency we face, David realised that there is a huge impact to be made by revolutionising the investment model so that savings are solely invested for good.
Shocked by the unprecedented climate and ecological emergency we face, David realised that there is a huge impact to be made by revolutionising the investment model so that savings are solely invested for good.
October 30, 2025 at 12:04 PM
Meet David Macdonald, Chartered Financial Planner and founder of Path Financial!
Shocked by the unprecedented climate and ecological emergency we face, David realised that there is a huge impact to be made by revolutionising the investment model so that savings are solely invested for good.
Shocked by the unprecedented climate and ecological emergency we face, David realised that there is a huge impact to be made by revolutionising the investment model so that savings are solely invested for good.
🌱 Path Financial is proud to once again attend this year’s Ethical Consumer Conference, where the central theme is: “How can we move beyond corporate power?”
Join us as we explore how collective action can ignite meaningful change.
Head to the link in our bio for more information. 👆
Join us as we explore how collective action can ignite meaningful change.
Head to the link in our bio for more information. 👆
October 27, 2025 at 12:04 PM
🌱 Path Financial is proud to once again attend this year’s Ethical Consumer Conference, where the central theme is: “How can we move beyond corporate power?”
Join us as we explore how collective action can ignite meaningful change.
Head to the link in our bio for more information. 👆
Join us as we explore how collective action can ignite meaningful change.
Head to the link in our bio for more information. 👆
Sustainable investors often face the challenge of reconciling their ethical values with the pursuit of meaningful impact. Chartered Path Financial planner, James Harrison, explains what Stewardship is and why we use this type of management at Path Financial.
Find out more via the link in our bio.
Find out more via the link in our bio.
October 23, 2025 at 11:03 AM
Sustainable investors often face the challenge of reconciling their ethical values with the pursuit of meaningful impact. Chartered Path Financial planner, James Harrison, explains what Stewardship is and why we use this type of management at Path Financial.
Find out more via the link in our bio.
Find out more via the link in our bio.
Clean transportation, which includes electric vehicles (EVs) and hydrogen-powered vehicles, is increasingly seen as a key solution to addressing climate change, reducing air pollution, and improving public health.
🔗 Click the link below to read more in our latest blog post.
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🔗 Click the link below to read more in our latest blog post.
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October 20, 2025 at 11:03 AM
Clean transportation, which includes electric vehicles (EVs) and hydrogen-powered vehicles, is increasingly seen as a key solution to addressing climate change, reducing air pollution, and improving public health.
🔗 Click the link below to read more in our latest blog post.
buff.ly/jIrow1Q
🔗 Click the link below to read more in our latest blog post.
buff.ly/jIrow1Q
Nationwide charities are holding money for future endeavours, yet as trustees become more aware of ethical investment, charities face scrutiny on where their cash sits more than ever.
🔗 Swipe left to find our more, and read our full blog post below.
buff.ly/Y0WUZn6
🔗 Swipe left to find our more, and read our full blog post below.
buff.ly/Y0WUZn6
October 17, 2025 at 11:04 AM
Nationwide charities are holding money for future endeavours, yet as trustees become more aware of ethical investment, charities face scrutiny on where their cash sits more than ever.
🔗 Swipe left to find our more, and read our full blog post below.
buff.ly/Y0WUZn6
🔗 Swipe left to find our more, and read our full blog post below.
buff.ly/Y0WUZn6
📈 Did you know that tax on interest is set to quadruple? Swipe to find out why there’ll be an increase and what you can do to protect your finances.
October 14, 2025 at 11:02 AM
📈 Did you know that tax on interest is set to quadruple? Swipe to find out why there’ll be an increase and what you can do to protect your finances.
Meet Clementine Moal, our Research & Investment Analyst!
Clementine is passionate about the intersection of finance and sustainability. She believes that the financial industry is at the forefront of the transition to a sustainable economy.
Meet the rest of our team below! 🌿
buff.ly/fI3A6mH
Clementine is passionate about the intersection of finance and sustainability. She believes that the financial industry is at the forefront of the transition to a sustainable economy.
Meet the rest of our team below! 🌿
buff.ly/fI3A6mH
October 10, 2025 at 11:03 AM
Meet Clementine Moal, our Research & Investment Analyst!
Clementine is passionate about the intersection of finance and sustainability. She believes that the financial industry is at the forefront of the transition to a sustainable economy.
Meet the rest of our team below! 🌿
buff.ly/fI3A6mH
Clementine is passionate about the intersection of finance and sustainability. She believes that the financial industry is at the forefront of the transition to a sustainable economy.
Meet the rest of our team below! 🌿
buff.ly/fI3A6mH
🎙️ Path Financial founder, David Macdonald joined FT Adviser editor Simoney Kyriakou to discuss how climate justice in the UK can be helped by a more efficient tax system, and why he is a strong advocate for tax reform.
Listen to the full podcast interview below👇
buff.ly/6OFo4CZ
Listen to the full podcast interview below👇
buff.ly/6OFo4CZ
October 9, 2025 at 11:00 AM
🎙️ Path Financial founder, David Macdonald joined FT Adviser editor Simoney Kyriakou to discuss how climate justice in the UK can be helped by a more efficient tax system, and why he is a strong advocate for tax reform.
Listen to the full podcast interview below👇
buff.ly/6OFo4CZ
Listen to the full podcast interview below👇
buff.ly/6OFo4CZ
Chartered Path Financial Planner, James Harrison spoke to The Express about financial gifting, and how to best prepare for changes to inheritance tax rules.
🗞️ Click the link below to read the full article.
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🗞️ Click the link below to read the full article.
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October 7, 2025 at 11:02 AM
Chartered Path Financial Planner, James Harrison spoke to The Express about financial gifting, and how to best prepare for changes to inheritance tax rules.
🗞️ Click the link below to read the full article.
buff.ly/dDdz9FC
🗞️ Click the link below to read the full article.
buff.ly/dDdz9FC
🌍 Take a look at these positive impact news stories you might of missed!
Make sure you’re following us to keep up-to-date with the latest news in helping us secure a brighter future.
Make sure you’re following us to keep up-to-date with the latest news in helping us secure a brighter future.
October 3, 2025 at 11:02 AM
🌍 Take a look at these positive impact news stories you might of missed!
Make sure you’re following us to keep up-to-date with the latest news in helping us secure a brighter future.
Make sure you’re following us to keep up-to-date with the latest news in helping us secure a brighter future.
🌱 Looking for “friendly, clear and comprehensive” advice on how you can best save for your retirement? At Path Financial, we make it easy to align your pensions and investments with your goals, creating a meaningful and rewarding journey.
🔗 Book your free consultation below.
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🔗 Book your free consultation below.
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October 1, 2025 at 11:03 AM
🌱 Looking for “friendly, clear and comprehensive” advice on how you can best save for your retirement? At Path Financial, we make it easy to align your pensions and investments with your goals, creating a meaningful and rewarding journey.
🔗 Book your free consultation below.
buff.ly/quO7gDR
🔗 Book your free consultation below.
buff.ly/quO7gDR
Richard joined Path Financial after having more than 20 years in a wide range of industries, from music to governance.
Meet the rest of our team below 🌿
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Meet the rest of our team below 🌿
buff.ly/YuSwDsA
September 25, 2025 at 11:03 AM
Richard joined Path Financial after having more than 20 years in a wide range of industries, from music to governance.
Meet the rest of our team below 🌿
buff.ly/YuSwDsA
Meet the rest of our team below 🌿
buff.ly/YuSwDsA
Caption: Swipe to read the latest stories on emerging trends and key topics shaping the future of positive impact.
👆 Make sure you’re following us to stay informed with our latest insights.
👆 Make sure you’re following us to stay informed with our latest insights.
September 23, 2025 at 11:02 AM
Caption: Swipe to read the latest stories on emerging trends and key topics shaping the future of positive impact.
👆 Make sure you’re following us to stay informed with our latest insights.
👆 Make sure you’re following us to stay informed with our latest insights.
Neena and Stefan Atkinson, a couple from Suffolk, have been able to take in Ukrainian refugees after re-evaluating their finances and switching to a green alternative.
Read their full story below 👇
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Read their full story below 👇
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September 19, 2025 at 11:01 AM
Neena and Stefan Atkinson, a couple from Suffolk, have been able to take in Ukrainian refugees after re-evaluating their finances and switching to a green alternative.
Read their full story below 👇
buff.ly/03AWDux
Read their full story below 👇
buff.ly/03AWDux
Saving into a junior pension is an excellent way to give your child’s financial future a boost.
Chartered Path Financial planner, Tommy Hobson, talks us through how a junior pension works and the benefits that it could bring your family.
Find out more below👇
buff.ly/nwR8OUT
Chartered Path Financial planner, Tommy Hobson, talks us through how a junior pension works and the benefits that it could bring your family.
Find out more below👇
buff.ly/nwR8OUT
September 17, 2025 at 11:03 AM
Saving into a junior pension is an excellent way to give your child’s financial future a boost.
Chartered Path Financial planner, Tommy Hobson, talks us through how a junior pension works and the benefits that it could bring your family.
Find out more below👇
buff.ly/nwR8OUT
Chartered Path Financial planner, Tommy Hobson, talks us through how a junior pension works and the benefits that it could bring your family.
Find out more below👇
buff.ly/nwR8OUT
According to The Great British Retirement Survey in 2023, 38% of participants nearing retirement were worried about running out of money. Another 26% of respondents were concerned about not saving enough.
For financial support that you can trust, contact Path Financial today.
buff.ly/wRJ4jgG
For financial support that you can trust, contact Path Financial today.
buff.ly/wRJ4jgG
September 15, 2025 at 11:02 AM
According to The Great British Retirement Survey in 2023, 38% of participants nearing retirement were worried about running out of money. Another 26% of respondents were concerned about not saving enough.
For financial support that you can trust, contact Path Financial today.
buff.ly/wRJ4jgG
For financial support that you can trust, contact Path Financial today.
buff.ly/wRJ4jgG
📉 Did you know that storing up cash for a long amount of time can actually have negative impacts on your financial health? Swipe left to find out why.
September 11, 2025 at 11:02 AM
📉 Did you know that storing up cash for a long amount of time can actually have negative impacts on your financial health? Swipe left to find out why.
Meet Rebecca Tasker, one our brilliant Operations Co-ordinators!
Rebecca decided to join the Path Financial team because she was excited at the prospect of being part of a forward-thinking organisation.
Meet the rest of our team below 🌿
buff.ly/YuSwDsA
Rebecca decided to join the Path Financial team because she was excited at the prospect of being part of a forward-thinking organisation.
Meet the rest of our team below 🌿
buff.ly/YuSwDsA
September 9, 2025 at 11:02 AM
Meet Rebecca Tasker, one our brilliant Operations Co-ordinators!
Rebecca decided to join the Path Financial team because she was excited at the prospect of being part of a forward-thinking organisation.
Meet the rest of our team below 🌿
buff.ly/YuSwDsA
Rebecca decided to join the Path Financial team because she was excited at the prospect of being part of a forward-thinking organisation.
Meet the rest of our team below 🌿
buff.ly/YuSwDsA
For high earners in the UK, crossing the £100,000 income threshold for the first time can bring some unwelcome surprises.
🔗 To find out more, click the link below
🔗 To find out more, click the link below
September 5, 2025 at 11:02 AM
For high earners in the UK, crossing the £100,000 income threshold for the first time can bring some unwelcome surprises.
🔗 To find out more, click the link below
🔗 To find out more, click the link below
Chartered Path Financial Planner Anthony Fuller spoke to This Is Money about the ways in which you can help your children financially without greed getting in the way.
🔗 Click the link in below to read the full article
buff.ly/xEsRnfm
🔗 Click the link in below to read the full article
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September 3, 2025 at 11:01 AM
Chartered Path Financial Planner Anthony Fuller spoke to This Is Money about the ways in which you can help your children financially without greed getting in the way.
🔗 Click the link in below to read the full article
buff.ly/xEsRnfm
🔗 Click the link in below to read the full article
buff.ly/xEsRnfm