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

Meet Rebecca Johnson, our Operations Co-ordinator at Path Financial! Rebecca is an eco-conscious feminist, who is detail-driven and passionate about making a lasting impact. Rebecca is also a keen reader and countryside explorer 🌿 Click the link below to meet the rest of our team! buff.ly/lnDbj7j

According to Lane Clark & Peacock, the number of UK-based investment managers who signed the UK Stewardship Code grew by 53% between 2020 to 2024. Start your stewardship journey and book your free consultation with a Path Financial planner today via the link below: buff.ly/ya9UZFR

Meet Shams Kabir, one of our Chartered Financial Planners 👋 With a background in international development and microfinance, Shams believes in the power of social businesses to drive change. Click the link below to meet the rest of our team! 👇 buff.ly/njhHXrJ

🌱 According to a recent survey, a majority of young people feel comfortable talking to their older family members about investment. As financial discussions become less taboo amongst family, will we see green investment become a key part of the conversation too? Read more below 👇

Financial stress can affect mental and physical health, especially during the cost-of-living crisis. Path Financial Planner, Rowan, has written a piece in The Belfast Telegraph, emphasising that taking control of finances is a positive step towards mental well-being. Read more below buff.ly/iUH6RBo

⚽️ Former Wycombe Wanderers player David Wheeler recently decided to move his money to more ethical investments with Path Financial - supporting clean energy, healthcare and social housing over fossil fuels and gambling. Read more about David’s story below👇 buff.ly/RhcVaEu

Path Financial Planner Rowan Harding joined around 50 residents in Basingstoke on Saturday for a climate and biodiversity march, signalling the launch of Basingstoke Green Week 🌿 Click the link below to read Basingstoke Gazette’s article on the day. 👇 buff.ly/1kIR7t7

Divestment from industries like fossil fuels or controversial weapons and positive screening to select high-performing ESG companies are common strategies in sustainable investing. But are they the most effective tools for driving real-world impact? Read more below 👇 buff.ly/EYFD3ZT

Yesterday the UK government released the new Spending Review, which outlines all departments’ budgets for future years. If you’re unsure about how changes in the Spending Review may affect your investments and savings, book your free consultation with a Path Financial adviser below👇 buff.ly/B2u12H4

🌱 Path Financial’s Founder, David Macdonald, will be attending the Reset Connect event on Tuesday 24th June, where he will be joining the panel discussion ‘The Beginners Guide - Making sense of Sustainable Investment’. Register your place below 👇 buff.ly/trRWyq0

Path Financial founder David Macdonald spoke to the Metro about how we can use our money to help build a brighter, more positive future. Click the link below to read the article in full 👇 buff.ly/LtsFe7Y

🌍 An estimated 20 million metric tonnes of plastic waste ends up in the environment every year. With this figure continuing to rise year upon year. ♻️ This World Environment Day, do your part for your Planet and have a go at using these top tips from our Path Financial team! #WorldEnvironmentDay

Our financial planner Rowan Harding spoke to BBC Radio Sussex today about how people can save for retirement early, how to make your money work for you and why ethical investments are as important as saving for a comfortable retirement. Listen back to her discussion from 10:11am 👇 buff.ly/PMKYtBG

Meet Carla Gerlach, our Operations Business Manager! 👋 After 16 years in Portugal, Carla returned to the UK and was drawn to Path’s ethical approach and commitment to creating a better future. Click the link below to meet the rest of our team! buff.ly/njhHXrJ

Last week, two of our financial planners Rowan and Tommy attended Hilton Foods' AGM in collaboration with ShareAction, where they raised an important question on the role of food systems in sustainability. Take a look at Rowan’s key take-aways from the day below 👇 www.instagram.com/p/DKPER6qo4D...