Pathfinder Wealth Management Ltd

Reference number: 1017317

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Also trades as
  • Pathfinder

Company details

From the company's Companies House record.

Company number
13651552
Company status
Active
Company type
Private limited company
Incorporated
29 September 2021 (4 years old)
Registered office
19-21 Chapel Street, Marlow, SL7 3HN, United Kingdom
Nature of business
  • Other activities auxiliary to insurance and pension funding (SIC 66290)
  • Financial management (SIC 70221)

Current directors and secretaries

Name Role Born Appointed
Graeme James Bone Director Apr 1975 29 Sep 2021

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.

    Check your FSCS cover →

  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
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  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Debt-counselling
  • Making arrangements with a view to transactions in investments

Limits on what they may do

  • Restriction in relation to former clients and persons of Beaufort Financial Planning Limited.
    1) The Firm must not onboard or otherwise advise any new clients that are currently advised by or have formerly been advised by Beaufort Financial Planning Limited (FRN 583233) (“BFPL”) or a former appointed representative of BFPL, without the FCA’s prior written consent. Without prejudice to the FCA’s absolute discretion, it may be a condition to the provision of such prior written consent that the Firm ensures that, to the satisfaction of the FCA, the Firm assumes liability and responsibility in relation to regulated activities and services carried on by BFPL, and/or its former appointed representative(s), for or in relation to such clients. 2) The Firm must notify the FCA within seven business days of becoming aware of any Person: a) seeking to acquire shares and/or voting rights in the Firm; and b) acquiring shares and/or voting rights in the Firm. For the avoidance of doubt, this requirement does not obviate or detract from – but is in addition to - the Firm’s Change in Control obligations as relevant. 3) The Firm must not, without the FCA’s prior written consent (or save as expressly permitted in paragraphs 4 and 5 below), employ or otherwise engage in any capacity the services of a Person (whether or not for remuneration). 4) The Firm may continue to engage Simon Goldthorpe as an external consultant (either directly or via the firm Just a Minute Ltd for so long as it continues to employ him) to advise the Firm on matters within the scope of the Consultancy Arrangement (on the terms of that arrangement as in force at 01/10/2025. 5) The Firm may continue to engage Clive Goldthorpe as an external consultant (either directly or via the firms PowerPlanner Solutions Ltd and/or Goalistic Ltd, for so long as those firms continue to employ him) to advise the Firm on matters within the scope of the Paraplanner Support Agreement and/or the MI and Reporting Agreement (on the terms of those arrangements as in force at 01/10/2025.

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

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Common questions

Frequently asked questions

Is Pathfinder Wealth Management Ltd FCA authorised?
Yes, Pathfinder Wealth Management Ltd (FRN 1017317) is authorised by the FCA to carry out regulated activities.
Is my money safe with Pathfinder Wealth Management?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Pathfinder Wealth Management to the Financial Ombudsman Service, free of charge.
Is Pathfinder Wealth Management a scam or clone?
Pathfinder Wealth Management is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Pathfinder Wealth Management's Firm Reference Number (FRN)?
Pathfinder Wealth Management's FRN is 1017317. You can verify it on the FCA register.