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Path Financial Limited, The

Watch Oak
TN33 0YD

Contact Person

David MacDonald
Financial Adviser
07798 705 493
Description We are leading ethical financial advisers who grow your wealth while investing for people and planet. We make a difference by doing things differently. Our personal, progressive and purposeful approach ensures your savings will perform for you, the planet and its people. Approach We monitor and review all aspects of our business including environmental impact on a regular basis and aim to reduce negative impacts where we can. Where possible, we choose to deal directly with like-minded suppliers and contractors who share our values and environmental concerns and have a commitment to continually improve and monitor our environmental performance. We are committed to operational excellence and reaching the highest quality in all our standards, with a policy of honesty and integrity at our heart. We have been set up from scratch to ensure that everything we do is based on best-of-breed principles. This means our business is set up on proven investment models and with the most robust processes. Path is a certified B Corp™, meeting the highest standards of verified social and environmental performance, public transparency, and legal accountability to balance profit and purpose.