“Pathfinder” is defined as a person who goes ahead of you to find the best way to travel through an unknown area. 

For us, it means a simple mission to guide our clients to financial freedom and true peace of mind through intelligent wealth strategies and a wealth management process that goes far beyond investments. 

Pathfinder Private Wealth is an emotionally-intelligent wealth management firm, offering a consultative goals-based planning approach with a single point of contact that encourages long term relationships. With the backing and institutional strength of a leading wealth management company, we combine a deep technical expertise and attention to detail with a thorough understanding of who our clients are and what matters to them most. With that knowledge we help them define where they want to go and create a custom strategic plan that gives them the best chance of getting there by aligning their financial objectives with their life goals. 

Who we help

We have provided holistic financial planning and investment management solutions to our clients for over 20 years, delivering trusted advice to meet the financial planning priorities of high net worth individuals, entrepreneurs, business owners, company directors, companies, wealthy retirees and their families and charities. 

What we do

Everything we do is focused on achieving this through diligent planning, constant innovation, attention to detail and delivering unparalleled advice and support. 

As part of our financial planning process, we address: 

• Financial organisation
• Retirement planning 
• Retirement withdrawal strategies 
• Pension plan analysis 
• Cash flow analysis 
• Trust and Estate planning coordination
• Education funding 
• Risk Management – life insurance and asset protection 
• Business financial planning
• Aspects of Business exit strategies 

How we do it 

Guiding you to your financial freedom 

You want to be free. Free to live the life you want, without having to think or worry about money. We recognise that simply having more does not necessarily free you from money stress. In fact, for many people, the more they have, the more they worry. By centring our process on you and the things that matter to you most we give you the confidence to let go of the worry. You’ll find you have more time in your life to do the things that really matter to you. 

We aim to provide our clients with a trusted service that is simple, transparent and effective. Working with our clients over the long term to create a custom strategic plan tailored to their personal and or business goals we use a straightforward four-point process designed to systematically assess, organise, deploy and monitor the on-going management of their wealth. 

Our wealth management process is goals-based, meaning we invest our clients' portfolios in the assets that have historically given them the best chance of achieving their goals. For us, investing is about helping our clients to make smart choices with their wealth so that they can do the things they want to do with their life.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.  Past performance is not indicative of future performance.

Trusts are not regulated by the Financial Conduct Authority.