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.

Website, phone number and address

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.

In the full report: 3 background checks

  • When pathfinderwealthmanagement.com first appeared online, and whether it can receive email
  • What kind of line 0118 228 7672 is
  • Who else gives the postcode RG41 5TP
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • Pathfinder Trading name

FCA permissions and consumer protection

  • 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.
  • 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.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (5 permissions)
  • 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.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
13651552
Company status
Active
Company type
Private limited company
Incorporated
29 September 2021 (5 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)

Directors and company secretaries

Name Role Born Appointed Other companies
Graeme James Bone Director Apr 1975 29 Sep 2021 2 other companies

Other companies run by its director

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
2
still active
2
is FCA-registered
1

In the full report: all 2 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
  • The one on the FCA register, including one no longer authorised
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Filed accounts and finances

Year to 31 May 2026Full accountsNot audited

Net assets

£337k

+70% from £199k

Cash at bank

£619k

+70% from £363k

Owed within a year

£348k

+43% from £243k

Assets and liabilities

In the full report: all 5 years of accounts

  • Every year from 2022 to 2026
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 13651552. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Pathfinder Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (5) All events (9)

2025

3 November 2025

  • Regulated by the FCA from this date
  • FCA imposed a requirement (Restriction in relation to former clients and persons of Beaufort Financial Planning Limited.)
  • Became authorised by the FCA

FCA register

2021

29 September 2021

  • Incorporated at Companies House
  • Graeme James Bone took control (75–100% of shares)

Companies House

In the full report: all 9 events

  • All 9 events in its history (5 shown here)
  • Every director appointment and resignation: 1
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Firms connected to Pathfinder Wealth Management

Other FCA-listed firms that share a director, phone number or address with Pathfinder Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
5
share its postcode
5
past link
1

In the full report: all 5 connected firms, named

  • How each is linked: the same postcode (5)
  • Who links each one: the named directors, with dates
  • 1 past link through former directors
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Firms like Pathfinder Wealth Management

Other firms of the same type (financial adviser), nearest first.

In Wokingham

Berkshire IFA LimitedWokinghamAuthorisedBluesky Financial Planners LimitedWokinghamAuthorisedD M Cager (Financial Services) LimitedWokinghamSee the registerEbp Financial Planning LimitedWokinghamAuthorisedSpend Time LtdWokinghamAuthorisedThe Robertsons & Crawford Organization LimitedWokinghamAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Pathfinder Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 2 other companies its directors have run, named
  • 3 background checks on its contact details
  • 5 years of accounts, charted
  • All 9 events in its history
  • 5 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Pathfinder Wealth Management Ltd FCA authorised?
Yes, Pathfinder Wealth Management Ltd (FRN 1017317) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since November 2025 and works as a financial adviser. The FCA has placed a limit on what it may do.
What is Pathfinder Wealth Management’s phone number and website?
The FCA register lists the phone number 0118 228 7672 and the website pathfinderwealthmanagement.com for Pathfinder Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Pathfinder Wealth Management a scam or clone?
Pathfinder Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Pathfinder Wealth Management?
Its FCA permissions do not allow it to hold or control client money. 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.
Who owns Pathfinder Wealth Management?
Companies House lists one person with significant control of Pathfinder Wealth Management: Mr Graeme James Bone (75–100% of shares).
Who runs Pathfinder Wealth Management?
Companies House lists one director of Pathfinder Wealth Management: Graeme James Bone.
How long has Pathfinder Wealth Management been in business?
The company was formed on 29 September 2021, and has held its current FCA authorisation since November 2025.
What do Pathfinder Wealth Management’s latest accounts show?
Its latest accounts, to 31 May 2026, show net assets of £337k (+70% from £199k) and cash at bank of £619k (+70% from £363k).
Does Pathfinder Wealth Management use any other names?
It trades as Pathfinder.

Sources and links

The full report on Pathfinder Wealth Management Ltd

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