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.
thepath.co.uk
Path Financial
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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.”
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.
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
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
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.
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.
🌍 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.
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
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, we are passionate about empowering women in regards to their finances and their choices about where their money goes and what impact it can have.
Find out more about Carla’s path to the financial industry via the link in our bio.
