The Work Index by Flexa

Path Financial

Path Financial is a leading ethical financial advisor in the UK that helps clients invest in a sustainable future.

https://thepath.co.uk/
5.0

/10

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Description

Path Financial is a UK-based ethical financial advisor firm that specializes in helping individuals and businesses invest their money in a way that aligns with their values and contributes to a more sustainable future. They provide a range of services including pensions, investments, and wealth management, all focused on positive impact. Path Financial prides itself on transparency, engagement, and being part of a collective call for change, and they are committed to using their expertise to build a better world for people and planet.

Path Financial distinguishes itself from traditional financial advisors by explicitly prioritizing ethical and sustainable investing practices. They believe that investors don't have to sacrifice performance to make a difference, and their portfolios are designed to generate positive returns while actively supporting companies and initiatives that address climate change, human rights, and other critical global challenges.

Flexibility

Path Financial is committed to ethical and inclusive employment practices, including supporting flexible work arrangements. The company actively promotes flexible working as a way to support staff, which may include options like working from home, flexible hours, and career progression programs.

Benefits

Path Financial offers a range of employee benefits, demonstrating their commitment to a responsible and inclusive workplace. They are a Living Wage employer, ensuring staff receive a wage that meets everyday needs. They have signed the Women in Finance Charter, actively promoting gender diversity and inclusion, and have a career progression program to support the development of female talent. Additionally, they offer flexible working arrangements and prioritize a culture of inclusivity, aiming to be representative of their diverse client base.

Mission

Path Financial is a leading ethical financial advisor firm based in the UK, with a mission to help clients plan for a sustainable future while ensuring financial security. They believe that personal values and ethics are as important as financial security, and offer sensible, practical financial advice and wealth management services that prioritize positive impact on the planet and people. Path is committed to helping clients invest with integrity, providing positive returns alongside positive impact, and protecting people and planet for future generations.

Disruptor
Environmental impact driven
Social impact led
Sustainability

Culture

Path Financial promotes a culture focused on sustainability and social responsibility. They prioritize ethical investing practices, aligning their clients' financial goals with their values and the well-being of the planet. This commitment is evident in their company's values, which emphasize transparency, integrity, and a desire to make a positive impact on the world. They foster a collaborative and inclusive environment where employees feel empowered to contribute to the company's mission and share a passion for making a difference.

People-first
Progressive
Transparent

DE&I

Path Financial is committed to fostering a diverse, equitable, and inclusive workplace. They actively encourage applications from all backgrounds and operate an equal opportunity workspace. They are a signatory of the Women in Finance Charter and have set targets for female representation at all levels of the business, including senior management. Path recognizes the value of diverse perspectives and promotes a culture of inclusion through flexible working, professional development, and support for female progression into senior roles.

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