At Path Financial, we work hard to make sure that our services are accessible and convenient for all. We can ... 🌱 Meet virtually 🌱 Meet you at a convenient location 🌱 Visit you Start your journey, today. Book your free consultation below 👇 buff.ly/OE0zdBG

Yesterday the Budget 2025 speech was delivered by Chancellor Rachel Reeves. Whilst we still await the full detail of proposed changes, take a look at a summary of some of the main revisions delivered in yesterday’s announcement. (1/2)

Meet Rowan Harding, one of our brilliant Financial Planners at Path Financial! Rowan is passionate about financial planning, with a focus on pensions and helping to reduce the gender pensions gap. Meet the rest of our team via the link in our bio! 🌿

Staggering your retirement can help you to boost your pension pot, helping you to best prepare for your own future. With our friendly and tailored approach, the Path Financial team can help you explore the best options to help you get ready for retirement. Contact us via the link in our bio. 👆

🌱 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. buff.ly/IlgVIgl

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.

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. 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

📈 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

🎙️ 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

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

🌍 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. 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 🌿 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.

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

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

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

📉 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

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 buff.ly/xEsRnfm

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

According to the Financial Lives 2024 survey by the Financial Conduct Authority, only 3% of UK adults think that responsible investments will outperform other investments. At Path Financial our investment approach combines financial returns with measurable impact. 🌱

Meet Lisa Allen, one of our Operations Co-Ordinators at Path Financial! Having come from a background in admin and customer service, Lisa was drawn to Path for the opportunity to be part of a company that prioritises sustainable impact. Meet the rest of our team below. 🌿 buff.ly/j4jBgf5

Join our 5-star reviewers and start building a better future today. Our market-leading financial advice is designed to grow and protect your wealth — while aligning your investments with what matters most to you. Book your free, no-obligation consultation with a Path Financial planner today. 🌿

According to research carried out by Opinium in 2024, women are considerably more likely to waive rights to their partner’s pension (28% of women vs. 17% of men). If you’re facing a divorce and looking for financial support or advice, take a look at our tips below: buff.ly/PZPTZSk

(2/2) Do you know how inheritance tax and gifts can affect your family? Path Chartered Financial Planner, James Harrison, told This Is Money, that 'Often individuals don't accurately track gifts made during their lifetime'. Read the full article on Jame’s advice below: buff.ly/AZ0dlFo

(1/2) Do you know how inheritance tax and gifts can affect your family? Path Chartered Financial Planner, James Harrison, told This Is Money, that 'Often individuals don't accurately track gifts made during their lifetime'. Read the full article on Jame’s advice below: buff.ly/AZ0dlFo

After fighting hard to receive an award, it can be daunting to know what to do with the money, especially after having gone through a traumatic experience. At Path Financial, we aim to be your trusted adviser. Find out more below 👇 buff.ly/qoshMOC

TYF Group Founder and Director Andy Middleton advises governments and business large and small on sustainable strategies. He’s had his own ethical pension for 15 years – so why did he transfer his pension to Path Financial? 🌱 Find out below 👇

Meet Ashley Bell, our Managing Director! Initially, Ashley advised David as he looked to put his vision for Path into action. Over time his eyes were opened to the win-win benefits of positive impact strategies, and committed to the role of MD. Meet the rest of our team below. 🌿 buff.ly/j4jBgf5

(2/2) Recent plans to cut the £20,000 cash ISA limit were announced by Chancellor Rachel Reeves, yet were swiftly put on hold following a backlash. Read all about this tax-efficient way to save below, and find out more here 👇 buff.ly/7fGO4SN

(1/2) Recent plans to cut the £20,000 cash ISA limit were announced by Chancellor Rachel Reeves, yet were swiftly put on hold following a backlash. Read all about this tax-efficient way to save below, and find out more here buff.ly/7fGO4SN

Path Financial Chartered Planner, Anthony Fuller, spoke to The Independent about this rise in financial gifting saying that 'Giving money while you are alive means you get to see your loved ones enjoy it, which can be very motivating.' Read the full article via the link in below 🎁 buff.ly/7FNPk9o

Meet Jack- one of our brilliant Chartered financial planners at Path Financial. He’s passionate about helping clients understand the best planning strategies for them, whilst also driving positive change 🌱 Click the link below to meet the rest of our team! buff.ly/lnDbj7j

🌊 Did you know about these four types of profitable nature conservation? At Path Financial, we strive towards building the value of these funds in order to positively contribute towards the future of our planet.

Path Financial planner Anthony Fuller shares three top tips on saving for retirement; from how to boost your pension to the importance in bringing all your pension pots into one. Talk to a Path Financial planner to best financially prepare for your retirement, today: buff.ly/ya9UZFR

Spring 2025 was the UK’s warmest and sunniest on record, and June became the warmest month on record for England – and summer isn’t over yet. So, how do our pensions play a part and what can we do to help save the planet? 🌍 🔗 Click the link in our bio to read our full blog post now.

🌱 Becky & Roy Francomb are grandparents making their pensions count for the planet. After years of searching, they moved their money to Path, aligning it with their values - no fossil fuels or harmful investments. Watch Becky and Roy’s customer story below 👇 buff.ly/bHoWexL

🌱 If their grandchildren asked them to move some of their money out of polluting industries, over a third of grandparents would listen to their concerns and might make some greener choices based on what they say. What does this mean for the future of green investing? Read our full blog below