Path Financial
Award-winning, Chartered Independent Financial Advisers and Wealth Managers.
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About Path Financial: Our Values and Commitments
About Path Financial: Our Values and Commitments
Award-winning, Chartered Independent Financial Advisers and expert Wealth Managers, with a commitment to aligned ethics and values.
Our Team
Our Team
At Path Financial, it’s our people who make all the difference to who we are. Our team is united by a desire to make an impact in the world.
Does your money match your values? › Good With Money
Does your money match your values? › Good With Money
Your investments are always supporting something - whether you realise it or not. Aligning your investments with your values can help ensure your money reflects what matters to you as well as your financial goals.
What to do with a large redundancy payment: turning uncertainty into opportunity
What to do with a large redundancy payment: turning uncertainty into opportunity
In the UK, redundancy pay is tax-free up to £30,000. Anything above this is taxed as income.
Ethical pensions and investments
Ethical pensions and investments
Align your pensions and investments with your goals, creating a meaningful and rewarding journey that also creates a positive impact.
How much should you trust AI with your money? | The Independent
How much should you trust AI with your money? | The Independent
Artificial intelligence can help inform, sort and explain - but make sure you are making the end decision
Financial Planning for Elite Sporting Professionals - Path Financial
Financial Planning for Elite Sporting Professionals - Path Financial
Is your sporting dedication matched by your commitment to financial wellbeing? We help sports professionals plan and implement a robust financial strategy, for during and after life in sport.
Is it too early to write your will? | The Independent
Is it too early to write your will? | The Independent
Will writing is not something to put off, a financial planner explains why.
Inheritance Tax (IHT) - Path Financial
Inheritance Tax (IHT) - Path Financial
Next Generation Advisers: Meet Path Financial's James Harrison
Next Generation Advisers: Meet Path Financial's James Harrison
In the Next Generation Advisers interview series, chief reporter Isabel Baxter introduces the next generation of advisers and highlights how they are planning to make their mark. Today’s featured adviser is Path Financial’s James Harrison...
Why is there a gender pension gap, and what can women do? | The Independent
Why is there a gender pension gap, and what can women do? | The Independent
Lauren Taylor speaks to financial planner Rowan Harding about retirement inequality and steps to take now.
Right on the money: Green bank accounts and ethical savings | Lewes Climate Hub
Right on the money: Green bank accounts and ethical savings | Lewes Climate Hub
Right on the Money: Green bank accounts and ethical savingsIn his monthly column on green and ethical saving and investing, chartered financial planner Tony Fuller of Path Financial looks at where to hold cash savings without compromising your values or funding activities you don’t wish to.For many of us focused on climate impact and ethical
Women & Finance
Women & Finance
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