Path Financial

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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. Our pensions, investment and wealth management services are for savers and investors who want to create a better, more sustainable future for all. We help business-owners, entrepreneurs, couples, individuals, retirees and families build a lasting legacy to be proud of.

19/10/2026

At Path we have made a commitment to aligned ethics and values, to providing knowledgeable advice backed up by qualifications and continued professional development, and to seeking good customer outcomes.

Discover more about our values and commitment to environmental and social responsibility on our website.

15/10/2026

A professionally drafted Will can help ensure your estate is distributed according to your wishes and can help avoid unnecessary stress, delays and complications for your family at what is already a difficult time.

Without a valid Will, your estate will be administered under the rules of intestacy, which may mean your assets do not pass to the people you intended or in the proportions you would have chosen.

Regardless of one’s wealth, the absence of a Will can lead to great complications.

Visit the Path Financial’s website for more information on protecting your wealth for the next generation: https://buff.ly/bTJBfnM

12/10/2026

Zoe Rudd, Path Financial Paraplanner shares her path to the financial services industry!

Talking about her role, Zoe says “An observation I made on joining Path was that it has a diverse team and this is something I believe is integral to building a healthy workplace. We are all so different but share an appreciation and need for fairness, for good client outcomes, and for making a positive difference as individuals, as a company and in the investments we recommend.”

Read Zoe’s full story here: https://buff.ly/os7A2b5

10/10/2026

According to a study carried out by the Money and Mental Health Policy Institute in 2023, 40% of retirees with mental health issues were worried that their pension would not last them through retirement.

In comparison - the research shows that just over 25% of those without mental health problems experience the same worry.

For individuals with mental health problems, the barriers to saving for retirement and making the most of pension savings can become intensified.

At Path Financial, we believe in campaigning for better pension awareness and education, so that everyone can make the most of their golden days.

Head to our website to find out more about pension planning.

09/10/2026

It was a pleasure to attend the Green Party Autumn conference last weekend. As the only financial advisory organisation in attendance, it was great to chat to existing Path clients as well as a number of new faces about positive impact and climate-focused investing.

Path Financial Customer Service Champion, Carla Gerlach, manned our stand alongside a team of Path advisers. Speaking about the weekend, Carla said it was great to witness a higher understanding and awareness of ethical finance from the public than in previous years.

“The mood was very upbeat and we had a great deal of engaging conversations with a wide range of people who seemed genuinely keen to make a difference, with many of them having already given some consideration into thinking about ethical financial choices.”

Visit our website to keep up-to-date with all things Path Financial: https://buff.ly/SSoeoum

07/10/2026

We are delighted to announce that we are in the FT Adviser Top 10 Boutique Financial Advisers list, where we proudly rank in 6th place.

The FT Adviser Top 50 Boutique Financial Advisers list aims to award smaller firms that are committed to excellence for their clients and looks at a variety of factors, including gross inflows throughout the year, client retention, the number of registered individuals, the chartered or accredited status of the firm and its length of service.

Richard Ravelin, Path Financial’s General Manager says:
“Really proud to see the team recognised like this. It’s a great reflection of the trust our clients place in us and the work we do together.”

Head to our website to find out about the services we provide: https://thepath.co.uk

01/10/2026

AI’s rapid growth is driving huge demand for electricity, but generating enough power is only part of the challenge. Increasingly, the constraint is getting that electricity to data centres through the grid.

In her latest blog post, Path Research & Investment Analyst, Zarya Moal, talks about how the infrastructure supporting artificial intelligence is becoming increasingly physical.

Read here: https://buff.ly/W0kxqmd

29/09/2026

Nature is increasingly being recognised not just as something to protect, but as critical economic infrastructure. As markets begin to place greater value on restoration and natural capital, this is changing the way businesses and investors think about the economic role of nature.

In his latest blog post, Path Founder & Chair David Macdonald, writes about the growing economic importance of nature.

Read here: https://buff.ly/FkDRKB6

24/09/2026

We are excited to announce that Path Financial will be manning an information stand at this year’s Green Party Autumn conference where we will be highlighting the power pensions and investments have for bad and for good, and the steps individuals can take to make their savings work hard for them and the future they are saving for.

We will be handing out this postcard at the conference, created by Path’s very own Head of Client Onboarding, Casey Goodwin, DipPFS.

We hope to see you there:
October 2-4, 2026
9:00am - 17:00pm
Brighton Centre, Kings Road, Brighton, East Sussex, BN1 2GR

Head to the Green Party website to book your place.

22/09/2026

According to new analysis from Save the Children, in the first six months of 2026, the number of children in the UK exposed to extreme heatwaves has already exceeded the total in any previous calendar year since 1995.

The findings also reveal that 132 million children and over 631 million people globally have experienced heatwaves in the same period, with numbers only expecting to rise over the coming months.

At Path, we have a very clear mission which includes transparency, engagement and being part of a collective call for change.

If you’re passionate about people and planet and want your finances to align with your values, get in touch with us. Visit thepath.co.uk for more information.

Address

Battle

Telephone

+443330503300

Website

https://thepath.co.uk/

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