iiinova — where your digital self keeps evolving

Path Financial @thepathfinancial.bsky.social · 07/10/2026

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: thepath.co.uk (2/2)

000

Path Financial @thepathfinancial.bsky.social · 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. (1/2)

100

Path Financial @thepathfinancial.bsky.social · 01/10/2026

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: buff.ly/W0kxqmd

000

Path Financial @thepathfinancial.bsky.social · 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.

101

Path Financial @thepathfinancial.bsky.social · 29/09/2026

In his latest blog post, Path Founder & Chair David Macdonald, writes about the growing economic importance of nature. Read here: buff.ly/FkDRKB6 [2/2]

000

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

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 Book your place on the Green Party website.

000

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

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. [2/2]

000

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

Customers like Izzy have experienced first-hand the difference our pension and investment advice can make. Learn more about our pension services here: buff.ly/pfGfrXt The value of investments can fall as well as rise and you may get back less than you invest. [2/2]

000

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

This means that your financial planner can select the most suitable plans and features to meet your and your business needs. An initial consultation with Path is completely free. Head to thepath.co.uk to contact us. [2/2]

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

Talk to us about making your investments part of a financial plan built around what matters to you. The value of investments can fall as well as rise and you may get back less than you invest. [2/2]

000

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

The survey explores some of the issues currently facing charity investors, including investment manager performance, responsible investment, artificial intelligence and private markets. Head to our website to find out more: buff.ly/rlYCCHq

000

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

At Path Financial, we are a proud signatory of the HM Treasury’s Women in Finance Charter. We are committed to working alongside other signatory firms to build a more balanced and fairer financial services industry for all. Head to our website to find out more about our commitments.

000

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

If supporting climate action is important to you, talk to us about how it could form part of your financial plan. Visit thepath.co.uk to find out more. The Global Returns Portfolio is a charitable giving programme, not an investment product. Donations do not provide a financial return. [2/2]

000

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

In his latest blog post , Path Founder & Chair David Macdonald, explores why this infrastructure could play an increasingly important role in the energy system of the future - and what that may mean for long-term investors. Read here: buff.ly/SS7g2al [2/2]

000

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

This data has been released as part of a new study titled ‘Climate-related mortality, England and Wales: 1988 to 2025’. Head to our website to discover how we deliver positive social, ethical, and environmental impact at Path Financial: buff.ly/9tlAGsJ [2/2]

000

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

The credibility, verification and liquidity of carbon and biodiversity credits can vary significantly, and the existence of a tradable credit does not in itself guarantee an environmental outcome or make it suitable as an investment. Read Zarya’s full article here: buff.ly/IxEtPyr

000

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

This year’s theme is “Families of Fallen Humanitarians", shining a light on the personal stories of aid workers through the voices of the loved ones and communities that they left behind. Find out more about the day and the impact of humanitarian aid on the United Nations website.

000

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

Key to this is understanding how each financial decision can affect other areas of your financial plan. Swipe to find out the top factors to consider, and click here to learn more: buff.ly/r2L7bJh

000

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

After earning a degree in English and Creative Writing at university, Casey found herself in the finance world by chance, where her love for analysis flourished. Swipe to find out about Casey’s path so far, and the insights that she has picked up along the way.

000

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

At Path, we combine established investment principles with consideration of environmental and social factors as part of our investment research and portfolio construction process. Find out more here: buff.ly/Iw6LCI6

000

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

Where a Pension Sharing Order (PSO) is made, Path can help you understand your pension options and plan how the benefits you receive fit into your wider financial position and longer-term goals. Head to our website to find out more or contact us.

000

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

In her latest article, Research & Investment Analyst Zarya Moal explores how nature finance seeks to address this gap, and the issues that still need to be resolved: buff.ly/Uh4uoK1 *Capital at risk. This content is for general information only and does not constitute personal advice

000

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

Unsure what this could mean for your retirement planning? Our advisers can help you understand your options. Get in touch here: buff.ly/n9hoxKI *Tax rules can change. This is general information, not personal advice.

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

With appropriate financial advice, it may be possible to reduce a potential Inheritance Tax liability and make better use of your available options. *Tax treatment depends on individual circumstances and may change. This post is for general information only and does not constitute personal advice.

010

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