Pathfinder Private Wealth

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. With the backing and institutional strength of St. James's Place Wealth Management, a FTSE 100 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. We have provided bespoke holistic financial planning and investment management solutions to our clients for over two decades, 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. 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 The value of your investment can go down as well as up. You could get back less than you invested. Trusts are not regulated by the Financial Conduct Authority. Pathfinder Private Wealth 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).