Path Financial takes ethical investment seriously. My pension is invested not just to avoid harm but also to do good. It is backing sectors and companies that are actively working to improve the healt... See more
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We really appreciate the work Luke has put in to providing a clear pathway for us to invest our money into a green, ethical pension. Luke guided us through the financial process with patience, knowl... See more
Luke helped me realise my pension was invested in places I did not agree with ethically. The breakdown of the pensions and how they could be diverted to better serving funds was really helpful. I foun... See more
I had a brilliant experience with The Path. I was taken step-by-step through my finances over several months, and Luke explained my options in a clear, encouraging non-patronising way. I have an excel... See more
Company details
Written by the company
Our market-leading ethical financial advice services are designed to manage your wealth while investing in what matters most to you. If you are seeking a modern approach to your pensions and investments, financial advice, wealth management or retirement planning — and want to contribute to a more sustainable future — book a free, no-obligation consultation with us to explore your options. Path is a certified B Corp™, meeting the highest standards of verified social and environmental performance, public transparency, and legal accountability to balance profit and purpose. Path is also proud to be the first financial advice firm to have received the Best Buy label from Ethical Consumer – the gold standard for guaranteed ethical shopping.
Contact info
Watch Oak, TN33 0YD, Battle, United Kingdom
- 03330 503 300
- hello@thepath.co.uk
- thepath.co.uk
Really helpful and great to work with
Luke was really great in helping me move my pension over to The Path's portfolio. Super helpful in responding to all my queries and explaining things clearly. I've experienced a bit of pushiness from other IFAs but this is absolutely not the case with The Path.
August 11, 2022
Unprompted review
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It was easy
It was easy, informative and a pleasure working with Path Financial to transfer my pension into businesses I believe in. This not only comes with higher returns but with a human at the end of the phone, as opposed to an anonymous contact in a big machine. Options were clearly laid and the handover process was simple.
August 10, 2022
Unprompted review
Friendly and knowledgeable advice from a professional company
I contacted Path Financial as I had a lump sum that I wanted to invest, but felt uncomfortable with the conventional options of investing in housing or murky pension funds with money in the oil and gas industry. Luke was very open and responsive during my initial enquiry and good at explaining things in an easy to grasp way. The company was extremely professional at all points during setting up my investments and I felt safe that my money was in good hands. It has only been two months since I joined so I can't speak to how useful the ongoing support will be, but so far I've been very satisfied.
August 10, 2022
Unprompted review
What a great service!
On first contacting the Path I was struck by how responsive and personable it felt. This continued to be the case, along with a thorough exploration of where my previous pension funds were invested, an excellent report with lots of graphics, and fast and efficient transfer to a new platform for ethical and green investments. A really satisfying and interesting experience all round so far and I look forward to further guidance especially when I retire. I'm happy with the fees as not only is it a great service but it is also a good cause in itself.
July 17, 2022
Unprompted review
A great approach
The Path has a great approach - Luke took the time to listen and recommend appropriate advice for my financial position and my values. Also gave me time to think about the well-considered proposal with no pressure, offering plenty of information and always available on request.
July 12, 2022
Unprompted review
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Highly recommended
Consummate professionals - a perfect blend of purpose and performance. Lovely people, particularly Rowan who really went above and beyond to sort out my financial mess despite me being really busy!
March 23, 2022
Unprompted review
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