At Path, we combine established investment principles with consideration of environmental and social factors as part of our investment research and portfolio construction process. Find out more here: buff.ly/Iw6LCI6

As the effects of climate change and other environmental challenges become increasingly apparent, investors are paying greater attention to the environmental and social consequences of where capital is invested.

280,000 recent divorces were delayed due to financial pressures, according to Legal & General research. Divorce can have significant financial consequences, with pensions often forming an important part of the overall settlement, particularly for those divorcing later in life.

Climate adaptation is becoming an increasingly important consideration for long-term investors, as companies look to manage physical risks, protect operations and build resilience in a changing climate. Find out more here: buff.ly/boobMIM

In this blog, Founder and Chair, David Macdonald takes a look at how sustainable and impact investments continue to grow in popularity and are increasingly being viewed not simply as ethical choices, but as sensible investment disciplines. Read in full here: buff.ly/U3Qf8EM

Nature has often been treated as a free resource, despite underpinning many parts of the global economy. As awareness grows around the financial risks linked to nature loss, investors are increasingly exploring how capital can support conservation and restoration.

The latest blog from Path Founder & Chair, David Macdonald, explores the benefits and future of West Wales' latest energy transition - ‘Net Zero, made in Wales: How Pembroke is powering the future.’ Read here: buff.ly/1e4n6Yg

The UK Government has announced changes to the National Insurance treatment of pension salary sacrifice from April 2029. The changes could affect the tax efficiency of pension contributions for some savers, particularly where contributions above the new threshold are made through salary sacrifice.

With appropriate financial advice, it may be possible to reduce a potential Inheritance Tax liability and make better use of your available options. *Tax treatment depends on individual circumstances and may change. This post is for general information only and does not constitute personal advice.

Whether your wealth has been earned, inherited or built through long-term investing, estate planning can help ensure your assets are passed on in line with your wishes. Here are some of the main areas to consider. 👇

A 2024 study from Handelsbanken Wealth and Asset Management showed that 69% of women would prefer to work with a female adviser. Financial Planner & Vulnerability Champion, Rowan Harding, DipPFS, wrote an article on the importance of greater female representation in the financial services industry.

How much is enough for retirement? The answer is more complicated than a single savings target. Founder and Chair, David MacDonald’s latest blog explains how to create a financial strategy that helps you live well — not simply leave money behind. Read here: buff.ly/CnfdJ3I

While much of the media attention remains focused on Tech and AI, a quieter shift is taking place in the background. Whether driven by stretched valuations or rising political and fiscal uncertainty in the US, investors are beginning to reassess their exposure to US and Tech equities.

At Path Financial we are a dedicated team, whose members demonstrate meticulous attention to compliance and a commitment to our clients’ well-being. We asked our team what their friends and family think about their work at Path Financial. Take a look at Rowan’s response below 👇

At Path Financial, our portfolios are managed with a dual mandate: aligning investments with our clients’ financial needs while driving meaningful, measurable impact. Find out more here: buff.ly/oZJlzvP *Figures are based on values for the period January–December 2025

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: buff.ly/2z4l5ED

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 – [Path takes] action about where our money is invested in order to help planet & people, but also with regards to empowering women.”

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. Find out more about Gordon and his family’s journey with Path Financial at the link in our bio.

🌍 Today is World Environment Day! At Path, our investment strategy and portfolios invest for positive impact. Through continuous research and innovation, we remain dedicated to helping our clients achieve lasting success in an ever-evolving global landscape. Head to our website to find out more.

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. At Path, we believe that it’s never too late to start planning for a secure future. Reach out to us today: buff.ly/9WK7yHl

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. Read here: buff.ly/664wbFM

In 2025, a Financial Conduct Authority survey revealed that just 18% of regulated financial advisers in the UK are women. In her latest piece for FT Adviser, Path Financial Planner, Rowan Harding DipPFS, talks about the gender disparity within the industry. Read at the link in our bio.

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, and want to contribute to a more sustainable future, 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 Insight article by Path Financial Planner, Anthony Fuller. 🔗 buff.ly/1pHZLLz

Sustainable and regenerative agriculture are transforming global food systems while addressing climate and soil challenges. Learn how innovation may shape the future of farming in the latest article written by our Head of Client Onboarding, Casey Goodwin. Read here: buff.ly/ylMEEK7

At Path Financial, we think that women need to talk about money. As part of our Women’s Path to Finance series, we’re shining a light on the thoughts and journey of our Path Women. Find out about Julie’s path here: buff.ly/jdsw1O6

📢 It’s Mental Health Awareness Week! We understand that money worries can have a hugely negative impact on our emotional wellbeing. Take a look at 10 simple tips to work towards securing a brighter financial future, written by Path Financial Adviser, Rowan Harding: buff.ly/MGWWqOa

David Macdonald, Path Financial Chair and Founder, has written a practical guide on how families can reduce inheritance tax. David’s guide covers how inheritance tax works, how to reduce your exposure, and the planning tools available to you. Read here: buff.ly/Bb1wBhu

Last week Path Financial Planner, Rowan Harding DipPFS, attended the Ocado Annual General Meeting (AGM) 2026 on behalf of @shareaction.bsky.social. During the Q&A slot, Rowan asked a question in relation to the Real Living Wage to the Ocado board.

At Path Financial, we make sure that our services are accessible – no matter where you’re based in the UK. Head to our website to book your free consultation. You can also reach us by email at hello@thepath.co.uk or by phone at 03330 503 300.