Path Financial

🌱 Path Financial founder David Macdonald unpacks why renewable energy will come out on top as a good investment in our latest blog post.

🔗 Read now via the link below.
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In May 2025, Drewberry Insurance found that 31% of UK employees had heard of salary sacrifice but didn't understand it, while 25% had never heard of it at all.

If you’d like to learn more about how salary sacrifice can benefit you, contact a Path Financial adviser today via the link in our bio.

🌱 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.

Path Financial is a proud sponsor of @ethical-consumer.bsky.social. The event was a great way to come together with like-minded organisations and individuals, and discuss how we can collectively work towards meaningful change.

During the day, Rowan joined the panel discussion ‘How ethical business operates differently – a view from the inside’, where she shared how Path Financial successfully runs as a sustainably driven organisation.

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.

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! 🌿

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.

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. 🌱

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.

🌱 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. 👆

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.

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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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.
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📈 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! 🌿
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🎙️ 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👇
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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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🌍 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.

🌱 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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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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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.

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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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👇
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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.
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📉 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 🌿
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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

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
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Stop by our stall at Tunbridge Wells CAN - the town’s first major Climate and Nature Fair! The day aims to raise awareness of the climate and nature emergency, whilst bringing people together and having fun!

📍 13/09/25, Calverley Grounds, 10am – 5pm

🔗 Find out more here: buff.ly/N5uf3A4