David Grant

I founded Pathfinder Private Wealth with a mission to guide people to financial freedom and true peace of mind through intelligent wealth strategies. I have a genuine interest in achieving the best outcomes for my clients, taking the time to analyse, learn and understand the whole picture, my 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. I am a Chartered Financial Planner and Certified European Financial Planner* who following a period with the British Army has provided trusted, bespoke advice to clients for over two decades. I enjoy guiding and advising a varied group of clients including many time poor high net worth individuals, sports professionals, entrepreneurs, business owners, companies, senior directors, charities, wealthy retirees and their families. I have experience of providing expert retirement planning, investment planning, tax and estate planning, business financial planning and advice to those undertaking or contemplating a full or partial disposal of their business. When not working in or on my business I enjoy spending time with my wife and children either at home in Sussex or experiencing the freedom of the Scottish Highlands. *This refers to advice in the UK only 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx