Path Financial レビュー 46

Luke was really great in helping me move my pension over to The Path's portfolio. Super helpful in responding to all my queries and explaining things clearly. I've experienced a bit of pushiness from other IFAs but this is absolutely not the case with The Path.

It was easy, informative and a pleasure working with Path Financial to transfer my pension into businesses I believe in. This not only comes with higher returns but with a human at the end of the phone, as opposed to an anonymous contact in a big machine. Options were clearly laid and the handover process was simple.

I contacted Path Financial as I had a lump sum that I wanted to invest, but felt uncomfortable with the conventional options of investing in housing or murky pension funds with money in the oil and gas industry. Luke was very open and responsive during my initial enquiry and good at explaining things in an easy to grasp way. The company was extremely professional at all points during setting up my investments and I felt safe that my money was in good hands. It has only been two months since I joined so I can't speak to how useful the ongoing support will be, but so far I've been very satisfied.

On first contacting the Path I was struck by how responsive and personable it felt. This continued to be the case, along with a thorough exploration of where my previous pension funds were invested, an excellent report with lots of graphics, and fast and efficient transfer to a new platform for ethical and green investments. A really satisfying and interesting experience all round so far and I look forward to further guidance especially when I retire. I'm happy with the fees as not only is it a great service but it is also a good cause in itself.

The Path has a great approach - Luke took the time to listen and recommend appropriate advice for my financial position and my values. Also gave me time to think about the well-considered proposal with no pressure, offering plenty of information and always available on request.

Consummate professionals - a perfect blend of purpose and performance. Lovely people, particularly Rowan who really went above and beyond to sort out my financial mess despite me being really busy!