Welcome to Padstone Financial Management Ltd
Padstone Financial Management Ltd was established in Hereford in 2001.
We offer unbiased Independent Financial Advice.
Why use an IFA?
As Independent Financial Advisers we are able to provide personalised advice on a host of areas but specialise in pre and post retirement planning and investment advice. We also advise on the following areas:
- Retirement income options
- Investment planning
- Corporate advice
- Inheritance tax and Estate planning
Mark has 26 years financial services experience, eight of them with the National Westminster Bank.
In that time Mark has covered all aspects of financial planning gaining extensive experience in investment and inheritance tax planning.
Mark holds the Advanced Financial Planning certificate (AFPC- level 4) qualification, which incorporates additional examinations in Trusts and Tax, Pensions and Investment planning.
Getting the right advice means speaking to the right people.
We adhere to strict FCA (Financial Conduct Authority) guidelines, which obligates us to provide advice most suited to your personal requirements, affordability and risk profile.
We aim to deliver a highly personalized service by maintaining regular contact with clients through various mediums. We concentrate on the suitability, risk and strength of new and existing financial products and providers. We regularly review our client investment portfolios, and utilize the latest technology to manage these. You have full online access to your own portfolios via our website. We issue quarterly newsletters incorporating latest industry and economic news.
For anyone to find the best products and providers in any market you first have to possess the knowledge, experience and tools to find your way. We hold professional indemnity insurance and are registered under the Data Protection Act.
Some of the Products & Services we offer