Path Financial

Path Financial Award-winning, Chartered Independent Financial Advisers and expert Wealth Managers. Secure a brighter future by investing your money wisely.

For those seeking transparency and maximum impact in their pension, savings and investment choices. Our pensions, investment and wealth management services are for savers and investors who want to create a better, more sustainable future for all. We help business-owners, entrepreneurs, couples, individuals, retirees and families build a lasting legacy to be proud of.

In his latest blog, Path’s Founder & Chair, David Macdonald, considers how inflationary pressures and recent fiscal poli...
29/05/2026

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...
28/05/2026

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 ...
25/05/2026

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 planni...
20/05/2026

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 challeng...
18/05/2026

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

At Path Financial, we think that women need to talk about money. More than 50% of our customers are women, and 25% of ou...
14/05/2026

At Path Financial, we think that women need to talk about money.

More than 50% of our customers are women, and 25% of our staff holding adviser-level qualifications are female. As well as shaping the general conversation of women and finance, we are also committed to changing the landscape for women in the financial industry – supporting and encouraging the best female talent in the sector to gain recognition and career success.

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 to financial services here: https://buff.ly/jdsw1O6

📢 It’s Mental Health Awareness Week!At Path Financial, we understand that money worries can have a hugely negative impac...
11/05/2026

📢 It’s Mental Health Awareness Week!

At Path Financial, we understand that money worries can have a hugely negative impact on our emotional wellbeing. It can put a big amount of stress on our lives, our relationships and even our physical health.

Path Financial Adviser, Rowan Harding wrote a piece for the Belfast Telegraph to offer practical advice for people who are wanting to feel more in control of their money and mental health during times of financial strain.

Take a look at Rowan’s 10 simple tips to work towards securing a brighter financial future here: https://buff.ly/MGWWqOa

David Macdonald, Path Financial Chair and Founder, has written a practical guide on how families can reduce inheritance ...
08/05/2026

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. It also answers the all important question - why do so many families never get round to making the changes?

“Most guides on inheritance tax dive straight into numbers and thresholds. This guide takes a different approach: it starts with a simple truth many people quietly recognise but rarely talk about - that careful planning can help reduce the tax your family might pay. How much can be achieved, and the best approach, depends on your personal circumstances, the way your assets are held, and the timing of any decisions.”

Read here: https://buff.ly/Bb1wBhu

06/05/2026

Last week Path Financial Planner, Rowan Harding DipPFS, attended the Ocado Annual General Meeting (AGM) 2026 on behalf of ShareAction.

During the Q&A slot, Rowan asked a question in relation to the Real Living Wage to the Ocado board.

Rowan received a positive response overall; 77% of Ocado workers already receive the Real Living Wage, and the board is prepared to have more conversations about this topic to further their impact.

Take a look at Rowan’s key takeaway’s from the AGM below.

At Path Financial, we make sure that our services are accessible – no matter where you’re based in the UK.Head to our we...
05/05/2026

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 [email protected] or by phone at 03330 503 300. Alternatively, you can write to us at Watch Oak, Battle, TN33 0YD.

🌷 Welcome in Spring with fresh financesKeeping on top of your spending can help set you up for the rest of the year whil...
28/04/2026

🌷 Welcome in Spring with fresh finances

Keeping on top of your spending can help set you up for the rest of the year whilst supporting a clearer mindset:

1. Declutter subscriptions
2. Consolidate accounts
3. Switch to online banking
4. Integrate financial cleaning into your weekly routine

For more financial top tips, head to the Path Financial Knowledgebase: https://buff.ly/eILTJPJ

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