Sign in

Path Financial

@thepathfinancial.bsky.social
206 followers 120 following 247 posts

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. thepath.co.uk

PostsRepliesMedia
Path Financial @thepathfinancial.bsky.social · 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. [1/2]
100
Path Financial @thepathfinancial.bsky.social · 24/09/2026
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.
100
Path Financial @thepathfinancial.bsky.social · 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. [1/2]
100
Path Financial @thepathfinancial.bsky.social · 17/09/2026
At Path, our Positive Impact investment approach aims to support your long-term financial goals while investing in companies and funds selected for their positive environmental and social characteristics. [1/2]
100
Path Financial @thepathfinancial.bsky.social · 14/09/2026
It’s Pension Awareness Week! At Path Financial, we help you align your pensions and investments with your goals, values and sustainability preferences. Find out more about our pension services here: buff.ly/pfGfrXt
000
Path Financial @thepathfinancial.bsky.social · 09/09/2026
Our dedicated team of protection specialists who have a deep understanding of the insurance products. They aren’t tied to any single provider – instead they carry out in-depth due diligence on all insurance providers and products, and maintain an in-house list of approved plans. [1/2]
100
Path Financial @thepathfinancial.bsky.social · 07/09/2026
Your financial plan can reflect more than your financial goals. For our clients, how their money is invested matters too. At Path, we can help you understand your options and consider your sustainability preferences alongside your wider objectives, circumstances and attitude to risk. [1/2]
100
Path Financial @thepathfinancial.bsky.social · 04/09/2026
We’re pleased to have contributed to Charity Finance’s 2026 Investment Consultants Survey, published by Civil Society Media. This year’s survey brings together 18 firms working with charities on investment matters, with Path Financial joining as the only new respondent.
100
Path Financial @thepathfinancial.bsky.social · 03/09/2026
Rowan Harding, DipPFS our Financial Planner & Vulnerability Champion, found Path after reading a Financial Times article: “I was so heartened to find someone who sees financial services like me, and knows there is another way, a much better, sustainable, ethical, equal, fair, open and honest way."
100
Path Financial @thepathfinancial.bsky.social · 01/09/2026
At Path, we can help you explore how charitable giving can sit alongside your investments and financial goals — including the option of supporting the Global Returns Portfolio, a curated group of not-for-profit organisations tackling climate and nature challenges. [1/2]
100
Path Financial @thepathfinancial.bsky.social · 28/08/2026
The energy transition is about more than wind turbines and solar panels. Behind it sits a vast network of powerlines, storage, software and engineering. [1/2]
110
Path Financial @thepathfinancial.bsky.social · 27/08/2026
New data published by the Office for National Statistics shows that people aged 65 years and over showed increased vulnerability to both the hottest and coldest temperatures in regions of England and Wales from 1988 to 2025. [1/2]
100
Path Financial @thepathfinancial.bsky.social · 24/08/2026
Carbon and biodiversity credits are often presented as a way of directing capital towards environmental outcomes. But what makes those credits credible in the first place? Zarya Moal explores why putting a price on nature requires far more than simply creating a tradable credit.
110
Path Financial @thepathfinancial.bsky.social · 19/08/2026
Today is World Humanitarian Day 🌍 Today we honour humanitarian workers and those who have lost their lives working for humanitarian causes. The date marks the anniversary of the 2003 Canal Hotel bombing in Baghdad, Iraq, which took the lives of 22 humanitarian workers.
100
Path Financial @thepathfinancial.bsky.social · 17/08/2026
It is important to have realistic expectations of what your financial resources can achieve, giving you greater peace of mind about what may be possible, when, and how your decisions could affect your future plans.
100
Path Financial @thepathfinancial.bsky.social · 14/08/2026
Do you know the answers to these frequently asked questions about inheritance tax? Find out more about inheritance tax in our practical guide to IHT planning, written by Path Founder and Chair, David Macdonald. Read here: buff.ly/fawNVcm
010
Path Financial @thepathfinancial.bsky.social · 13/08/2026
Path Financial is proud to once again partner with the @ethical-consumer.bsky.social Conference, where this year’s theme is “How can we navigate the AI era ethically?” 🎉 Join us on October 23rd 2026 at Rich Mix, 35-47 Bethnal Green Road. Visit here for more information: buff.ly/89iPzGD
033
Path Financial @thepathfinancial.bsky.social · 11/08/2026
With A Level Results day round the corner, Casey Goodwin, DipPFS, our Head of Client Onboarding, shares her inspiring journey into the financial services industry.
100
Path Financial @thepathfinancial.bsky.social · 06/08/2026
As the effects of climate change and other environmental challenges become increasingly apparent, investors are paying greater attention to the environmental and social consequences of where capital is invested.
100
Path Financial @thepathfinancial.bsky.social · 03/08/2026
280,000 recent divorces were delayed due to financial pressures, according to Legal & General research. Divorce can have significant financial consequences, with pensions often forming an important part of the overall settlement, particularly for those divorcing later in life.
100
Path Financial @thepathfinancial.bsky.social · 30/07/2026
Climate adaptation is becoming an increasingly important consideration for long-term investors, as companies look to manage physical risks, protect operations and build resilience in a changing climate. Find out more here: buff.ly/boobMIM
000
Path Financial @thepathfinancial.bsky.social · 21/07/2026
In this blog, Founder and Chair, David Macdonald takes a look at how sustainable and impact investments continue to grow in popularity and are increasingly being viewed not simply as ethical choices, but as sensible investment disciplines. Read in full here: buff.ly/U3Qf8EM
100
Path Financial @thepathfinancial.bsky.social · 17/07/2026
Nature has often been treated as a free resource, despite underpinning many parts of the global economy. As awareness grows around the financial risks linked to nature loss, investors are increasingly exploring how capital can support conservation and restoration.
100
Path Financial @thepathfinancial.bsky.social · 15/07/2026
The latest blog from Path Founder & Chair, David Macdonald, explores the benefits and future of West Wales' latest energy transition - ‘Net Zero, made in Wales: How Pembroke is powering the future.’ Read here: buff.ly/1e4n6Yg
000
Path Financial @thepathfinancial.bsky.social · 13/07/2026
The UK Government has announced changes to the National Insurance treatment of pension salary sacrifice from April 2029. The changes could affect the tax efficiency of pension contributions for some savers, particularly where contributions above the new threshold are made through salary sacrifice.
100
Path Financial @thepathfinancial.bsky.social · 09/07/2026
Whether your wealth has been earned, inherited or built through long-term investing, estate planning can help ensure your assets are passed on in line with your wishes. Here are some of the main areas to consider. 👇
100
Path Financial @thepathfinancial.bsky.social · 07/07/2026
A 2024 study from Handelsbanken Wealth and Asset Management showed that 69% of women would prefer to work with a female adviser. Financial Planner & Vulnerability Champion, Rowan Harding, DipPFS, wrote an article on the importance of greater female representation in the financial services industry.
100
Path Financial @thepathfinancial.bsky.social · 03/07/2026
How much is enough for retirement? The answer is more complicated than a single savings target. Founder and Chair, David MacDonald’s latest blog explains how to create a financial strategy that helps you live well — not simply leave money behind. Read here: buff.ly/CnfdJ3I
000
Path Financial @thepathfinancial.bsky.social · 24/06/2026
While much of the media attention remains focused on Tech and AI, a quieter shift is taking place in the background. Whether driven by stretched valuations or rising political and fiscal uncertainty in the US, investors are beginning to reassess their exposure to US and Tech equities.
200
Path Financial @thepathfinancial.bsky.social · 23/06/2026
At Path Financial we are a dedicated team, whose members demonstrate meticulous attention to compliance and a commitment to our clients’ well-being. We asked our team what their friends and family think about their work at Path Financial. Take a look at Rowan’s response below 👇
000
Path Financial @thepathfinancial.bsky.social · 19/06/2026
At Path Financial, our portfolios are managed with a dual mandate: aligning investments with our clients’ financial needs while driving meaningful, measurable impact. Find out more here: buff.ly/oZJlzvP *Figures are based on values for the period January–December 2025
010
Path Financial @thepathfinancial.bsky.social · 17/06/2026
Happy Pride month! 🌈 At Path Financial we are proud to be an inclusive and values-led team, and are committed to building a more diverse and welcoming financial services industry for all. Find out more about our values here: buff.ly/2z4l5ED
010
Path Financial @thepathfinancial.bsky.social · 12/06/2026
Carla Gerlach is Path Financial’s Customer Service Champion. “What I love about Path is that it is leading the way in ‘disrupting the norms’ of the financial world – [Path takes] action about where our money is invested in order to help planet & people, but also with regards to empowering women.”
100
Path Financial @thepathfinancial.bsky.social · 09/06/2026
Gordon and his late wife Alison came across Path Financial after their previous financial adviser wasn’t successful in aligning their money with their values. Find out more about Gordon and his family’s journey with Path Financial at the link in our bio.
000
Path Financial @thepathfinancial.bsky.social · 05/06/2026
🌍 Today is World Environment Day! At Path, our investment strategy and portfolios invest for positive impact. Through continuous research and innovation, we remain dedicated to helping our clients achieve lasting success in an ever-evolving global landscape. Head to our website to find out more.
000
Path Financial @thepathfinancial.bsky.social · 02/06/2026
New findings from the Pensions Commission’s interim report has revealed that around 18 million working-age adults are failing to save into a pension. At Path, we believe that it’s never too late to start planning for a secure future. Reach out to us today: buff.ly/9WK7yHl
000
Path Financial @thepathfinancial.bsky.social · 29/05/2026
In his latest blog, Path’s Founder & Chair, David Macdonald, considers how inflationary pressures and recent fiscal policy has made inheritance tax (IHT) an issue for many in the UK. Read here: buff.ly/664wbFM
010
Path Financial @thepathfinancial.bsky.social · 28/05/2026
In 2025, a Financial Conduct Authority survey revealed that just 18% of regulated financial advisers in the UK are women. In her latest piece for FT Adviser, Path Financial Planner, Rowan Harding DipPFS, talks about the gender disparity within the industry. Read at the link in our bio.
000
Path Financial @thepathfinancial.bsky.social · 25/05/2026
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, and want to contribute to a more sustainable future, get in touch with us today.
000
Path Financial @thepathfinancial.bsky.social · 20/05/2026
Selling a business can create major financial decisions. Learn how UK business owners can approach investing, tax planning, inheritance tax, cash management and long-term financial security after a sale in our latest Insight article by Path Financial Planner, Anthony Fuller. 🔗 buff.ly/1pHZLLz
020
Path Financial @thepathfinancial.bsky.social · 18/05/2026
Sustainable and regenerative agriculture are transforming global food systems while addressing climate and soil challenges. Learn how innovation may shape the future of farming in the latest article written by our Head of Client Onboarding, Casey Goodwin. Read here: buff.ly/ylMEEK7
000
Path Financial @thepathfinancial.bsky.social · 14/05/2026
At Path Financial, we think that women need to talk about money. As part of our Women’s Path to Finance series, we’re shining a light on the thoughts and journey of our Path Women. Find out about Julie’s path here: buff.ly/jdsw1O6
000
Path Financial @thepathfinancial.bsky.social · 11/05/2026
📢 It’s Mental Health Awareness Week! We understand that money worries can have a hugely negative impact on our emotional wellbeing. Take a look at 10 simple tips to work towards securing a brighter financial future, written by Path Financial Adviser, Rowan Harding: buff.ly/MGWWqOa
000
Path Financial @thepathfinancial.bsky.social · 08/05/2026
David Macdonald, Path Financial Chair and Founder, has written a practical guide on how families can reduce inheritance tax. David’s guide covers how inheritance tax works, how to reduce your exposure, and the planning tools available to you. Read here: buff.ly/Bb1wBhu
010
Path Financial @thepathfinancial.bsky.social · 06/05/2026
Last week Path Financial Planner, Rowan Harding DipPFS, attended the Ocado Annual General Meeting (AGM) 2026 on behalf of @shareaction.bsky.social. During the Q&A slot, Rowan asked a question in relation to the Real Living Wage to the Ocado board.
111
Path Financial @thepathfinancial.bsky.social · 05/05/2026
At Path Financial, we make sure that our services are accessible – no matter where you’re based in the UK. Head to our website to book your free consultation. You can also reach us by email at hello@thepath.co.uk or by phone at 03330 503 300.
000
Path Financial @thepathfinancial.bsky.social · 28/04/2026
🌷 Welcome in Spring with fresh finances Keeping on top of your spending can help set you up for the rest of the year whilst supporting a clearer mindset: 1. Declutter subscriptions 2. Consolidate accounts 3. Switch to online banking 4. Integrate financial cleaning into your weekly routine
000
Path Financial @thepathfinancial.bsky.social · 24/04/2026
At Path Financial, 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. 🔗 Book your free consultation with us here: buff.ly/ib7A9Wj
000
Path Financial @thepathfinancial.bsky.social · 22/04/2026
Happy Earth Day! Today at Path Financial, we are celebrating our impact with this year’s theme - Our Power, Our Planet. We are ethical financial advisers at the forefront of impact investing, dedicated to helping our clients secure their financial future while contributing to a sustainable world.
100
Path Financial @thepathfinancial.bsky.social · 20/04/2026
UK coal use is at 400-year lows, but global energy markets remain vulnerable to geopolitical shocks. In our latest blog post, Path Chair and Founder, David Macdonald, explores why the clean energy transition is now as much about security as it is about returns. Read here: buff.ly/ruIbhYd
000