Path Financial

Happy Pride month! 🌈

At Path Financial we are proud to be an inclusive and values-led team, and are committed to building a more diverse and welcoming financial services industry for all.

Find out more about our values here: https://buff.ly/RjmkaG3

Carla Gerlach is Path Financial’s Customer Service Champion.

“What I love about Path is that it is leading the way in ‘disrupting the norms’ of the financial world – both in terms of the positive impact we can have by engaging in the discussions and taking action about where our money is invested in order to help planet & people, but also with regards to empowering women.”

At Path, we are passionate about empowering women in regards to their finances and their choices about where their money goes and what impact it can have.

Find out more about Carla’s path to the financial industry here: https://buff.ly/nYyEqLS

Gordon and his late wife Alison came across Path Financial after their previous financial adviser wasn’t successful in aligning their money with their values.

After Alison’s passing, their daughters moved to be directors of their business and have also become clients of Path Financial, both being passionate about sustainability and their impact.

Find out more about Gordon and his family’s journey with Path Financial here: https://buff.ly/r5JBBDB

🌍 Today is World Environment Day!

At Path Financial, our investment strategy and portfolios invest for positive impact. This type of investing is built around a measurable framework that seeks to improve outcomes for both people and planet.

Through continuous research and innovation, we remain dedicated to helping our clients achieve lasting success in an ever-evolving global landscape.

Find out more here: https://buff.ly/j6kQ87Y

New findings from the Pensions Commission’s interim report has revealed that around 18 million working-age adults are failing to save into a pension.

This statistic particularly reigns true for low and middle earners, self‑employed workers and women, highlighting the need for an evolved system that meets modern working lives.

At Path Financial we believe that it’s never too late to start planning for a secure future. Let us help you achieve your retirement goals - reach out to us today: https://thepath.co.uk/contact-us/

In his latest blog, Path’s Founder & Chair, David Macdonald, considers how inflationary pressures and recent fiscal policy has made inheritance tax (IHT) an issue for many in the UK.

For decades, UK inheritance tax sat in the background of financial planning for most households. It was seen as a “wealth tax for the few”. That assumption is now weakening due to recent stealth tax moves by the Treasury.

Read his full blog post here: https://buff.ly/664wbFM

In 2025, a Financial Conduct Authority survey revealed that just 18% of regulated financial advisers in the UK are women. This figure has remained almost unchanged since 2005, and reflects the stagnating gender diversity over the course of two decades.

In her latest piece for FT Adviser, Path Financial Planner, Rowan Harding DipPFS, talks about the gender disparity within the financial services industry. Rowan mentions that an overall lack of confidence holds women back from pursuing a career in advising, as well as the lack of flexible roles available.

Rowan stresses that whilst financial advisers are more focused than ever on the impact of the gender pay and pension gaps, the financial advice gap remains largely undiscussed:

“As more women seek financial advice, the industry needs to reckon with its own gender gap and ensure they have all the possible knowledge and skills to provide sound financial advice, for everyone.”

Read Rowan’s article in full, here: https://buff.ly/RUFS0ba

Our market-leading ethical financial advice services are designed to manage your wealth while investing in what matters most to you.

If you are seeking a modern approach to your pensions and investments, financial advice, wealth management or retirement planning - and want to contribute to a more sustainable future - book a free consultation with us to explore your options.

Head to our website to get in touch with us today.

Selling a business can create major financial decisions. Learn how UK business owners can approach investing, tax planning, inheritance tax, cash management and long-term financial security after a sale in our latest Intelligent Insight article by Path Financial Planner, Anthony Fuller

🔗 https://buff.ly/1pHZLLz

Sustainable and regenerative agriculture are transforming global food systems while addressing climate and soil challenges. For retail investors, these approaches offer exposure to long-term trends in AgTech, ESG, and impact investing.

Learn about opportunities, risks, and how innovation may shape the future of farming in the latest article written by our Head of Client Onboarding, Casey Goodwin.

Read here: https://buff.ly/ylMEEK7