Great for sustainability and good value Path Financial have reduced my investments carbon foot print by 66%. They managed 6.8% pa growth so far over 2.5 years. The stock market average is 6... Leggi di più
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We unexpectedly came into some money and really had no idea what to do with it. I found The Path through Ethical Consumer and honestly it's been brilliant from the start. Shams took us through our opt... Leggi di più
L'azienda ha risposto
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... Leggi di più
L'azienda ha risposto
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... Leggi di più
Dettagli dell'azienda
Scritti dall'azienda
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.
Informazioni di contatto
Watch Oak, TN33 0YD, Battle, Regno Unito
- 03330 503 300
- hello@thepath.co.uk
- thepath.co.uk
4,8
Eccellente
49 recensioni
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Lukes approach to my financial…
Lukes approach to my financial situation was very helpful and his patience and wealth of knowledge was flawless. Thanks Luke!
21 agosto 2022
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The whole Path service has been very…good
The whole Path service has been very personable and professional. Luke has been a very helpful guide within this process. I'm not really comfortable in recommending financial help/support/services but my personal experience has been very positive.
16 agosto 2022
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Luke was a pleasure to work with
Luke was a pleasure to work with - honest, reliable and completely transparent about how everything worked. He never spoke down to me and had his heart in the right place. If you're looking for purpose driven investments with someone you can trust - look no further.
14 agosto 2022
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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.
11 agosto 2022
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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.
10 agosto 2022
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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.
10 agosto 2022
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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.
17 luglio 2022
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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.
12 luglio 2022
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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!
23 marzo 2022
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