"Really friendly and helpful service"

Really friendly and helpful service for someone who knew nothing about investing. Tommy Hobson is fantastic - very patient and clear, and a pleasure to work with.

"Really clear, honest and patient IFAs, with a great range of ethical products"

I've been dissatisfied for some years with my private pension provider. It's very important to me to use my one reasonably-sized pot of money for environmental & social good - or at the very least, to cause minimal harm but every time I asked questions about this, I was fobbed off with non-answers that merely demonstrated the depth of the ignorance of my IFA and pension provider.

I found Path Financial through Ethical Consumer and they have been superb throughout. Everything has been clearly and patiently explained and the written materials I have been sent were really clear and readable: I say that as someone whose eyes tend to glaze over when confronted by pension reports but the ones I get from Path are really informative.

When my Path adviser showed me the analysis they had undertaken of my former pension, it was clear why I never got a straight answer - investments in fossil fuels, armaments and all sorts of other horrors.

With the Path, I am confident my fund is working for a livable future for me, my kids and grandkids and, even through tricky financial periods, it has held its own well. And, although the short-term returns of impact investing may not always match those of investing in death & destruction, I have been pleased with the ongoing value of my fund and reassured that, as fossil fuels increasingly become stranded assets, I won't be stranded in dead funds

"My investments are contributing to the earth and society as well as benefiting me."

I've been with Path Financial for a year now and I'm so pleased I made that decision. I feel my investments are now made in line with my values and are working as a contribution to the earth and society and doing the least harm possible, as well as benefiting me and my plans for my future and my families future. That is a feeling of great value to me. Also the service is clear and straightforward, efficient and personal which I appreciate. Thank you Path!

"Super clear and efficient advice from…"

Super clear and efficient advice from James. It is such a relief to have consolidated my pensions into one portfolio that is ethical and sustainable.

I would highly recommend Path to anyone.

"Great, supportive experience "

I had an initial consultation with Rowan Harding from Path Financial regarding pension sharing. Rowan was absolutely great, she gave me a lot of time and support, with excellent advice on how to avoid the pitfalls. Rowan is particularly supportive of women's finances, something that's often very hard to find so all credit to Rowan. Very highly recommended.

"Honest, approachable, transparent financial advice"

I have had a few meetings with Rowan at The Path. I have felt like a load has been taken off my shoulders. This company should win awards (if they haven't already). The amount of work they put into each and every person they work with is incredible. You pay them out of your assets so no horrible invoices arrive (and it's in their interest to make your assets grow!) I realise my pension (like most pensions) has been invested unethically up until now and that it really doesn't have to be this way. Ethical investment is the future. Fixing where you invest is said to be better for the planet than 25 electric cars!

On a more personal note I have found Rowan to be just excellent. She's warm, approachable, informative and honest and I trust her implicitly.

Highly recommended switching to Path, if you haven't already. It's a no brainer.

"Excellent and helpful advice"

We have had some really helpful meetings with Luke Sword. His suggestions have helped clarify our direction forwards financially and my husband and I both felt very comfortable in our discussions with him.
We will definitely reach out again in the future when we need more help.

"Informative, encouraging and positive service"

I had a brilliant experience with The Path. I was taken step-by-step through my finances over several months, and Luke explained my options in a clear, encouraging non-patronising way. I have an excellent plan thanks to them, and I feel much more confident and informed as to make financial choices based on positive impact. It is quite scary how much our money (i.e. pension) is tied up with harmful industries without our knowing, and so now I'm able to make changes to how my money is invested, in a way which will also have a positive return for myself.

"Luke helped me realise my pension was…"

Luke helped me realise my pension was invested in places I did not agree with ethically. The breakdown of the pensions and how they could be diverted to better serving funds was really helpful. I found him very easy to engage with and he listened well to my ethics and risk appetite.

"Pension review with Luke Sword"

Luke carried out an initial review of my existing pension, helping me understand how invests were managed, and how further funds could be invested. I found Luke to be really easy to talk to, friendly, yet professional, and considerate of individual needs and circumstances.
Thank you for your help!