Path Financial

How much is enough for retirement? The answer is more complicated than a single savings target.

Founder and Chair, David MacDonald’s latest blog explains how to build a sustainable retirement income, make the most of tax-efficient planning, and create a financial strategy that helps you live well — not simply leave money behind.

Read here: https://buff.ly/xUCio7u

At Path Financial, we are driven by a mission to align financial growth with meaningful impact.

Our portfolios are managed with a dual mandate: aligning investments with our clients’ financial needs while driving meaningful, measurable impact. We believe that true impact lies in how money is managed, and carefully select investment managers who share this ethos.

Find out more about our positive impact portfolios and their impact here: https://buff.ly/oZJlzvP

*Figures are based on values for the period January–December 2025

Happy Pride month! 🌈

At Path Financial we are proud to be an inclusive and values-led team, and are committed to building a more diverse and welcoming financial services industry for all.

Find out more about our values here: https://buff.ly/RjmkaG3