"put my mind at ease"

I was a bit apprehensive about talking to a financial adviser but I wanted to know that my money was doing some good. Luke was very reassuring and explained everything to me in great detail, always being very attentive to my questions and concerns. I feel confident now that my investments are in the right place.

"Confidence-inspiring ethical choice"

Luke has been really insightful and helpful throughout the process and I feel like I'm in a safe pair of hands, knowing my pension is only invested in areas I'm comfortable with. The way the process is set up means I could be really clear on my preferences and he could advise me on what options would align best with those, and from a risk point of view helped me consider where I might want to be a bit more or less open. He was able to answer all my questions along the way, and wasn't too pushy but gently nudged when I'd forgotten to fill in a form so kept the process on track.

"More than just an ethical pension"

I came to Path simply looking to switch to an ethical pension but I got much more. The service was far more personalised and tailored than I expected; Luke clearly and patiently guided and talked me through the process, his recommendations, my current investments and how Path invest.

It's too early to see results on investments but at least I know they are doing good :)

"Lukes approach to my financial…"

Lukes approach to my financial situation was very helpful and his patience and wealth of knowledge was flawless. Thanks Luke!

"The whole Path service has been very…good"

The whole Path service has been very personable and professional. Luke has been a very helpful guide within this process. I'm not really comfortable in recommending financial help/support/services but my personal experience has been very positive.

"Luke was a pleasure to work with"

Luke was a pleasure to work with - honest, reliable and completely transparent about how everything worked. He never spoke down to me and had his heart in the right place. If you're looking for purpose driven investments with someone you can trust - look no further.

"Really helpful and great to work with"

Luke was really great in helping me move my pension over to The Path's portfolio. Super helpful in responding to all my queries and explaining things clearly. I've experienced a bit of pushiness from other IFAs but this is absolutely not the case with The Path.

"It was easy"

It was easy, informative and a pleasure working with Path Financial to transfer my pension into businesses I believe in. This not only comes with higher returns but with a human at the end of the phone, as opposed to an anonymous contact in a big machine. Options were clearly laid and the handover process was simple.

"Friendly and knowledgeable advice from a professional company"

I contacted Path Financial as I had a lump sum that I wanted to invest, but felt uncomfortable with the conventional options of investing in housing or murky pension funds with money in the oil and gas industry. Luke was very open and responsive during my initial enquiry and good at explaining things in an easy to grasp way. The company was extremely professional at all points during setting up my investments and I felt safe that my money was in good hands. It has only been two months since I joined so I can't speak to how useful the ongoing support will be, but so far I've been very satisfied.

"What a great service!"

On first contacting the Path I was struck by how responsive and personable it felt. This continued to be the case, along with a thorough exploration of where my previous pension funds were invested, an excellent report with lots of graphics, and fast and efficient transfer to a new platform for ethical and green investments. A really satisfying and interesting experience all round so far and I look forward to further guidance especially when I retire. I'm happy with the fees as not only is it a great service but it is also a good cause in itself.