Welcome to Pathfinder Private Wealth
Guiding our clients to financial freedom through intelligent wealth management strategies.What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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Testimonials
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David has exceptional listening skills. He always makes sure he understands my goals and then provides sound, clear advice. He welcomes all my questions and queries and answers them sensitively and methodically. I have absolute trust in him.
Yvonne Bond, Chartered Accountant, Cobham
David advised a stocks and shares product as a new investment. After discussion regarding my interests his sound advice has proved excellent over the past decade; my ISA has grown beyond expectations, even allowing for difficult market conditions during the pandemic. His service and support has been...
Private Client| Ipswich
Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
David has worked with me for many years and totally understands my risk appetite and level of financial understanding and provides advice appropriately. A real life 'Partner'! I am now on the verge of having a long and happy retirement with a decent income - something I was not sure I would have som...
Company Secretary, London
David Grant has been our adviser since May 2008. He has always taken great care to understand our circumstances and needs, and tailors his advice to our individual situation, helping us to choose the right funds and risk level at any particular time. We meet regularly to monitor our investments and ...
Anne Shearman, Retired Business Owner, Ware, Herts
Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
David is someone that I can turn to and he has always dealt with me in a manner that combines professionalism with friendliness. This I find very refreshing. His knowledge of the sector, and in fact many others, is beyond reproach and I trust and value his opinion which for me is critical when deali...
Antony Sidney-Woollett, Director
David has always provided a thoroughly professional service but always in a very friendly and personable manner. We have been consistently satisfied with his advice and would (and indeed, have) recommend him to anyone.
Bradworthy, Holsworthy, Devon
David has been looking after the financial planning and investments for our whole family for many years now. He has always been proactive in working closely with us to ensure our interests are properly looked after. We have come to fully trust and be guided by the advice he offers and I would not he...
Company Director, Rickmansworth
David Grant has been my St. James's Place Partner for about 15 years. In that time my St. James's Place portfolio has from my perspective substantially outperformed the market. David as an individual fully deserves the credit for this alongside the St. James's Place business model. His knowledge, ad...
David Uren, Retired, Swindon
Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
David has always given me excellent advice and a very prompt response on any queries I've had. I feel that he really takes the time and trouble to understand my financial goals, and that the proposals he puts forward are well thought through. He has a really good knowledge of products and all the re...
George Boulden, Managing Director, London
David has been a trusted adviser for many years and I've been consistently impressed by the quality of his insights, research and common sense. He's a pleasure to work with and I'd warmly recommend him to others.
John Evans
Over a number of years, David has provided relevant, accurate and credible advice - whilst always taking into consideration my personal circumstances at the time. He does so with patience and understanding and this, alongside sharing relevant information, allows me to make informed decisions. David ...
Kate Green, Client Operations Director, Wokingham
David has always provided accurate and trustworthy advice whenever we have spoken and has guided my small portfolio to make consistent gains even when markets have been turbulent. I would recommend him no matter what size of investment you are considering.
Keith Nickless, Tring
Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
I have had the pleasure of dealing with Mr Grant for many years and throughout that time he has consistently provided an extremely professional and impeccable service. He displays an excellent in-depth knowledge and understanding of the pension and investment related products. I am impressed with hi...
Lance Farrant, Retired, Gt Dunmow
Mr David Grant from St. James's Place has always put my interests first by giving sound and trustworthy advice. The service and support has always been exceptional. I would not hesitate in recommending him to anyone.
Laurent Baudou, Company Director, London
David is always reliable, dependable, incredibly well prepared for our meetings and thoughtful about the advice he gives us. We trust his judgement and regard him as someone we will have an ongoing financial relationship with well into our retirement.
Management Consultant, London
David's advice has always been sound and reliable and it is clear that he has his client's interests at heart in all advice given. I would not hesitate in recommending him to friends, family and others, and have indeed done so on several occasions.
Michael Rosen, Chartered Accountant, London
David has always provided a good service and advice.
Nili Khosla, Accountant
David has looked after my money for many years now and I wouldn't hesitate to recommend him.
Oliver Rathbone, Publisher/Business Owner, Rodmell
Since being introduced to David by my sister-in-law, I have had nothing but the best personal service from him. He communicated in a clear and uncomplicated manner, always checking that I have understood any outcomes or consequences. My confidence in David has led me to invest further through him an...
Patrick Uden, Executive Producer, TV
David has consistently given sound advice over many years, explaining the benefits and disbenefits of differing options in ways I understand. He always considers my individual needs and those of my family and he has gone above and beyond to ensure that I receive the best possible service. I have abs...
Pauline Preston, Retired Head teacher, Harlow
David Grant has always been keen to provide a friendly and professional service. He is interested in us and our requirements and takes the trouble to provide advice backed up with the relevant detail and information. We value our annual review meetings with him. We are grateful for his advice which ...
Peter Scott, Stroud
I enjoy working with David. He always responds in a timely way to my (often repeatedly from a previous conversation) questions and is patient and understanding. David responds to all questions and is happy to explain anything wit which we are not familiar. If he cannot, he finds out and gets back to...
Rachel Rathbone. London
David's approach is truly professional and I feel he has a genuine interest in achieving the best outcome. With his knowledge, ideas and passion I would highly recommend him for your financial planning needs. He spends time to learn the whole picture and explains clearly his ideas and plans in an un...
Ray Davies, Design Manager
I have known David for some 15 years; his advice has been faultless. David designed a pension fund that has been nothing less than remarkable, and with a generous monthly drawdown the capital sum is virtually unscathed. We have introduced him to two of our children knowing that their financial affai...
Stephen Carder, Retired, Capel St Mary
Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
David has exceptional listening skills. He always makes sure he understands my goals and then provides sound, clear advice. He welcomes all my questions and queries and answers them sensitively and methodically. I have absolute trust in him.
Yvonne Bond, Chartered Accountant, Cobham
David advised a stocks and shares product as a new investment. After discussion regarding my interests his sound advice has proved excellent over the past decade; my ISA has grown beyond expectations, even allowing for difficult market conditions during the pandemic. His service and support has been...
Private Client| Ipswich
Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
David has worked with me for many years and totally understands my risk appetite and level of financial understanding and provides advice appropriately. A real life 'Partner'! I am now on the verge of having a long and happy retirement with a decent income - something I was not sure I would have som...
Company Secretary, London
David Grant has been our adviser since May 2008. He has always taken great care to understand our circumstances and needs, and tailors his advice to our individual situation, helping us to choose the right funds and risk level at any particular time. We meet regularly to monitor our investments and ...
Anne Shearman, Retired Business Owner, Ware, Herts
Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
David is someone that I can turn to and he has always dealt with me in a manner that combines professionalism with friendliness. This I find very refreshing. His knowledge of the sector, and in fact many others, is beyond reproach and I trust and value his opinion which for me is critical when deali...
Antony Sidney-Woollett, Director
David has always provided a thoroughly professional service but always in a very friendly and personable manner. We have been consistently satisfied with his advice and would (and indeed, have) recommend him to anyone.
Bradworthy, Holsworthy, Devon
David has been looking after the financial planning and investments for our whole family for many years now. He has always been proactive in working closely with us to ensure our interests are properly looked after. We have come to fully trust and be guided by the advice he offers and I would not he...
Company Director, Rickmansworth
David Grant has been my St. James's Place Partner for about 15 years. In that time my St. James's Place portfolio has from my perspective substantially outperformed the market. David as an individual fully deserves the credit for this alongside the St. James's Place business model. His knowledge, ad...
David Uren, Retired, Swindon
Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
David has always given me excellent advice and a very prompt response on any queries I've had. I feel that he really takes the time and trouble to understand my financial goals, and that the proposals he puts forward are well thought through. He has a really good knowledge of products and all the re...
George Boulden, Managing Director, London
David has been a trusted adviser for many years and I've been consistently impressed by the quality of his insights, research and common sense. He's a pleasure to work with and I'd warmly recommend him to others.
John Evans
Over a number of years, David has provided relevant, accurate and credible advice - whilst always taking into consideration my personal circumstances at the time. He does so with patience and understanding and this, alongside sharing relevant information, allows me to make informed decisions. David ...
Kate Green, Client Operations Director, Wokingham
David has always provided accurate and trustworthy advice whenever we have spoken and has guided my small portfolio to make consistent gains even when markets have been turbulent. I would recommend him no matter what size of investment you are considering.
Keith Nickless, Tring
Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
I have had the pleasure of dealing with Mr Grant for many years and throughout that time he has consistently provided an extremely professional and impeccable service. He displays an excellent in-depth knowledge and understanding of the pension and investment related products. I am impressed with hi...
Lance Farrant, Retired, Gt Dunmow
Mr David Grant from St. James's Place has always put my interests first by giving sound and trustworthy advice. The service and support has always been exceptional. I would not hesitate in recommending him to anyone.
Laurent Baudou, Company Director, London
David is always reliable, dependable, incredibly well prepared for our meetings and thoughtful about the advice he gives us. We trust his judgement and regard him as someone we will have an ongoing financial relationship with well into our retirement.
Management Consultant, London
David's advice has always been sound and reliable and it is clear that he has his client's interests at heart in all advice given. I would not hesitate in recommending him to friends, family and others, and have indeed done so on several occasions.
Michael Rosen, Chartered Accountant, London
David has always provided a good service and advice.
Nili Khosla, Accountant
David has looked after my money for many years now and I wouldn't hesitate to recommend him.
Oliver Rathbone, Publisher/Business Owner, Rodmell
Since being introduced to David by my sister-in-law, I have had nothing but the best personal service from him. He communicated in a clear and uncomplicated manner, always checking that I have understood any outcomes or consequences. My confidence in David has led me to invest further through him an...
Patrick Uden, Executive Producer, TV
David has consistently given sound advice over many years, explaining the benefits and disbenefits of differing options in ways I understand. He always considers my individual needs and those of my family and he has gone above and beyond to ensure that I receive the best possible service. I have abs...
Pauline Preston, Retired Head teacher, Harlow
David Grant has always been keen to provide a friendly and professional service. He is interested in us and our requirements and takes the trouble to provide advice backed up with the relevant detail and information. We value our annual review meetings with him. We are grateful for his advice which ...
Peter Scott, Stroud
I enjoy working with David. He always responds in a timely way to my (often repeatedly from a previous conversation) questions and is patient and understanding. David responds to all questions and is happy to explain anything wit which we are not familiar. If he cannot, he finds out and gets back to...
Rachel Rathbone. London
David's approach is truly professional and I feel he has a genuine interest in achieving the best outcome. With his knowledge, ideas and passion I would highly recommend him for your financial planning needs. He spends time to learn the whole picture and explains clearly his ideas and plans in an un...
Ray Davies, Design Manager
I have known David for some 15 years; his advice has been faultless. David designed a pension fund that has been nothing less than remarkable, and with a generous monthly drawdown the capital sum is virtually unscathed. We have introduced him to two of our children knowing that their financial affai...
Stephen Carder, Retired, Capel St Mary
Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
David has exceptional listening skills. He always makes sure he understands my goals and then provides sound, clear advice. He welcomes all my questions and queries and answers them sensitively and methodically. I have absolute trust in him.
Yvonne Bond, Chartered Accountant, Cobham
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SJP Approved 02/08/2023
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
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