Pathfinder Wealth Management Ltd
Investment and advice, Wealth manager
Pathfinder Wealth Management Ltd, Regus Suite 226, 220 Wharfedale Road Winnersh, Wokingham, RG41 5TP
Summary
Pathfinder Wealth Management Ltd is a Wokingham-based wealth manager. It was first authorised by the FCA in 2025. It has permissions related to credit, investments, and pensions.
Timeline
Role appointment: [FCA CF] Functions requiring qualifications (David Foot)
Role appointment: [FCA CF] Functions requiring qualifications (Mr Nicholas Frances John Cooling)
Role appointment: [FCA CF] Client dealing (David Foot)
Firm permissions
SMF17 Money Laundering Reporting Officer (MLRO)
Mr Graeme James Bone
CPD4 - Personal recommendation on retail investments (not broker funds)
David Foot
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr Graeme James Bone
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr William Walter John Moss
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr Nicholas Frances John Cooling
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr Christopher John Knight
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr Christopher John Knight
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
David Foot
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr William Walter John Moss
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr Nicholas Frances John Cooling
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr Graeme James Bone
The Chartered Institute for Securities and Investment (CISI)
Mr Nicholas Frances John Cooling
FAQ
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