Thepath Reviews

A great approach

The Path has a great approach - Luke took the time to listen and recommend appropriate advice for my financial position and my values Also gave me time to think about the well-considered proposal with no pressure offering plenty of information and always available on request

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

Really clear honest and patient IFAs with a great range of ethical products

I ve been dissatisfied for some years with my private pension provider It s very important to me to use my one reasonably-sized pot of money for environmental social good - or at the very least to cause minimal harm but every time I asked questions about this I was fobbed off with non-answers that merely demonstrated the depth of the ignorance of my IFA and pension provider I found Path Financial through Ethical Consumer and they have been superb throughout Everything has been clearly and patiently explained and the written materials I have been sent were really clear and readable I say that as someone whose eyes tend to glaze over when confronted by pension reports but the ones I get from Path are really informative When my Path adviser showed me the analysis they had undertaken of my former pension it was clear why I never got a straight answer - investments in fossil fuels armaments and all sorts of other horrors With the Path I am confident my fund is working for a livable future for me my kids and grandkids and even through tricky financial periods it has held its own well And although the short-term returns of impact investing may not always match those of investing in death destruction I have been pleased with the ongoing value of my fund and reassured that as fossil fuels increasingly become stranded assets I won t be stranded in dead funds

Rowan listened carefully to my personal

Rowan listened carefully to my personal circumstances in a very respectful sensitive way She then suggested several options that met my needs and that of a vulnerable family member I highly recommend her

Highly recommended

Consummate professionals - a perfect blend of purpose and performance Lovely people particularly Rowan who really went above and beyond to sort out my financial mess despite me being really busy

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

Friendly reassuring and professional

Our experience with Luke was friendly reassuring and very professional We had a number of specific concerns that we managed to receive advice about and Luke was very good at explaining things clearly and concisely Would definitely recommend

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