Author | Lightnews

Path Financial @thepathfinancial.bsky.social · 10h

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. 🌱

Path Financial @thepathfinancial.bsky.social · 5d

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 @thepathfinancial.bsky.social · 8d

🌱 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. 👆

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Path Financial @thepathfinancial.bsky.social · 12d

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.

Path Financial @thepathfinancial.bsky.social · 15d

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.
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Path Financial @thepathfinancial.bsky.social · 18d

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.
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Path Financial @thepathfinancial.bsky.social · 21d

📈 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.

Path Financial @thepathfinancial.bsky.social · 25d

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! 🌿
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Path Financial @thepathfinancial.bsky.social · 26d

🎙️ 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👇
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Path Financial @thepathfinancial.bsky.social · 28d

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.
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Path Financial @thepathfinancial.bsky.social · Oct 3

🌍 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.

Path Financial @thepathfinancial.bsky.social · Oct 1

🌱 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.
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Path Financial @thepathfinancial.bsky.social · Sep 25

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 🌿
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Path Financial @thepathfinancial.bsky.social · Sep 23

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.

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Path Financial @thepathfinancial.bsky.social · Sep 19

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 👇
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Path Financial @thepathfinancial.bsky.social · Sep 17

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👇
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Path Financial @thepathfinancial.bsky.social · Sep 15

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.
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Path Financial @thepathfinancial.bsky.social · Sep 11

📉 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.

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Path Financial @thepathfinancial.bsky.social · Sep 9

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 🌿
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Path Financial @thepathfinancial.bsky.social · Sep 5

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

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Path Financial @thepathfinancial.bsky.social · Sep 3

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
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Path Financial @thepathfinancial.bsky.social · Sep 1

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

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Path Financial @thepathfinancial.bsky.social · Aug 28

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. 🌱

Path Financial @thepathfinancial.bsky.social · Aug 25

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. 🌿
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Path Financial @thepathfinancial.bsky.social · Aug 22

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. 🌿