David Grant
David is a Chartered Financial Planner and an engineering graduate who after enjoying a period of time with the British Army was invited to join the St. James's Place in 2000.
About
He founded Pathfinder Private Wealth with a mission to guide people to financial freedom and true peace of mind through intelligent wealth strategies.
With a genuine interest in achieving the best outcomes for his clients, taking the time to analyse, learn and understand the whole picture, his role is to combine thorough research and common sense, to make the complex simple, explain all potential outcomes and consequences and to replace concern with an (all too rarely found) competence.
He enjoys guiding and advising a varied group of clients including many time poor high net worth individuals, entrepreneurs, business owners, companies, senior directors, charities, wealthy retirees and their families, Partners within financial institutions and management consultancy firms.
He also has experience of providing expert advice to those undertaking or contemplating a full or partial disposal of their business.
When not working in or on his business he enjoys spending time with his wife and children either at home in Sussex or experiencing the freedom of the Scottish Highlands.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
