Path Financial

Watch Oak, TN33 0YD, Battle, GB
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5.00
Based on 42 Reviews

5

90.48%

4

9.52%

3

0.00%

2

0.00%

1

0.00%
About Path Financial

We are leading ethical financial experts who grow your wealth and invest in people and planet. Our pensions & investment, financial advice and wealth management services are for individuals who want to create a better, more sustainable future for all. We help you build a lasting legacy to be proud of.

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PJ
United Kingdom | 24 November 2022

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.

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Sarahmac
United Kingdom | 04 November 2022

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.

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Catherine Roberts
United Kingdom | 27 October 2022

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

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F Spoerry
United States | 22 October 2022

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

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Paddy L
United Kingdom | 12 October 2022

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.

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Gordon Barker
United Kingdom | 11 October 2022

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.

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Stijn A
Philippines | 07 October 2022

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.

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Ken Moon
United Kingdom | 06 October 2022

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.

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Alexander Martin
United Kingdom | 03 October 2022

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.

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Russell
United Kingdom | 29 September 2022

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.

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T Bradford
Portugal | 28 September 2022

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.

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Gill
United Kingdom | 31 August 2022

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.

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Luke Clark
United Kingdom | 30 August 2022

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 :)

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Phillipa
United Kingdom | 21 August 2022

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

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Fraser Mills
United Kingdom | 16 August 2022

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.

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Becky Palmstrom
United Kingdom | 14 August 2022

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.

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Jo
United Kingdom | 12 August 2022

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.

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Deborah
United Kingdom | 10 August 2022

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.

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Hugo
United Kingdom | 10 August 2022

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.

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Emmie
United Kingdom | 18 July 2022

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.

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