"Genuine, credible, friendly, responsive"

Luke has been friendly and responsive throughout our discussions. He’s provided excellent information about what The Path offer and has been willing and able to answer all my questions, however basic. I’ve found him to be credible and genuine and is someone I’d be very happy to work with.

"I feel confident in my investments made…"

I feel confident in my investments made via Path, from a personal finance bur also wide social and environmental viewpoint. Jack Clancy has been a great advisor, he has understood my situation, aims and level of understanding and adapted his consultantations and advice to it. I feel confident in the team. Thank you.

"Luke Sword from Path Financial has been…"

Luke Sword from Path Financial has been incredibly supportive and patient with me over the year it's taken me to change where my investments are. Not once did I full pushed into a decision and I felt listened to with regards to how I wanted to invest, particularly how risky (not very much for me) and ethically where I wanted my money to be. I have recommended them and Luke to friends

"Had a great experience working with…"

Had a great experience working with Luke who is clearly passionate about both the planet and investments - a rare combination!

"A good path"

The Path were a really good choice. Jack Clancy is a great advisor, always there to help us make the complicated decisions. He's patient, thoughtful, and gently guides us to understanding what matters to us most, so that we can feel secure in our choices.

"More than just ethical investors"

Ethical investment for me is not just where the investments are made, but how they are made too. With the death of my wife earlier this year, the whole Path team have been not just highly professional, but supportive and kind in their approach. There have been instances where they could have taken the easiest route for themselves, but have worked tireless to ensure the best outcomes for us a family. I trust them implicitly and know that my 18 year old daughters will be using The Path for the rest of their lives too.

"When idealism turns into pragmatism"

Maybe I would have liked to get a better idea of the different roles of the different organisations involved, beyond Path, as this was and still is all quite new to me and I had to let go of a number of assumptions and hopes and replace it with some pragmatism and acceptance of a rather rigid reality of the investment world. But Luke Sword has been very supportive and patient, while I was trying to get my head around the different modalities and constructions.

"Pensions for a Sustainable Future"

Yes! I was finally able to find a pensions company that could give me advise on the financial, ethical and environmental performance of my existing pensions! For me this is the holy grail of pensions advise, and they were able to provide me with the information that I have spent much of the last 2 decades trying to establish multiple pensions providers. In terms of Sustainable Development, the pensions industry as a whole is largely broken. The Path is forging the way for the rest of the industry to follow.

"Path is fantastic (and so is Luke!)"

I can only say positive things about Luke. I have been disorganized with my emails while he has been supportive and insightful.

I am very happy I have gone with Path and look forward to a long working relationship.

"Green investing and cash flow planning"

I approached Path to explore further ethical, and environmentally orientated ways of investing, and to validate that my existing investment plans, and future cash flow plans were sound.

It made a refreshing change to talk to Luke, who from my personal perspective, was a rare individual who completely understood the nature of green investing, and was someone I felt I could really engage with as someone who cares passionately about the climate, and the environmental crisis we all face.

Luke was able to explain clearly the services offered by Path, and their different approaches to green investing. Luke was also able to perform detailed cash flow modelling to support future financial planning, and decision making.

It was clear from Luke's research, the modelling, and from our high-quality, and constructive discussions that my personal strategy was sound, and was the right fit for me. Luke fully acknowledge this, and did not try to direct me down any alternative paths.