Padstone Financial Management Ltd

The Company

Independent Financial Adviser Padstone Financial Management Ltd is Hereford based, providing a comprehensive service to both existing and new clients alike. The company draws on many years financial services experience. "Our aim is to provide a comprehensive wealth management service on a very personal basis."

Mark has 21 years financial services experience, eight of them with the National Westminster Bank. In that time he has covered all aspects of financial planning gaining extensive experience in investment and inheritance tax planning. Mark holds the Advanced Financial Planning certificate (AFPC) qualification, which incorporates additional examinations in Trusts and Tax, Pensions and Investment planning.

Hereford Financial ADviserWe are very enthusiastic about technology and utilise the latest software and systems to provide full regular reporting to our clients. We have well established connections with a number of leading UK stockbrokers allowing us to have share portfolios of all sizes, professionally managed, on an ongoing basis. We then work together to ensure all our client's requirements are met both now and in the future offering an effective wealth management service.

Our team are all studying towards financial services qualifications and are here to help. ‘One team, One goal’ that’s our philosophy. Everyone has been handpicked for their knowledge, IT and interpersonal skills.

Mark is happy to arrange a personal consultation at a time and venue to suit your requirements.

The Team

 

Mark
Leah Steele
Beth
Director and Independent Financial Advisor ‘aka’ Bossman who makes all the big decisions! Mark is dedicated to Financial services and an avid skiing enthusiast. He aims to Ski Japan in 2017/18.
Office Manager, a valuable member of the team responsible for the back office day to day running of the company and who you are most likely to speak with over the phone. Leah, Aka Miss Moneypenny, is a whiz with IT and loves travelling.
Compliance and client review manager, a long standing member of the team Beth is well versed in Financial services holding the RO1 exam plus a law degree no less. She now manages the compliance requirements of the firm and the annual client servicing program.



Carl Horton
Alice Barnett
Sue
Paraplanner responsible for fund analysis and administration. Carl started at Padstone as an Apprentice and has earnt his stripes twofold! Carl also plays football for Pegasus, but we won’t hold that against him!
Project Controller, responsible for file compliance checking and keeping us on our toes! Alice is the longest serving employee at Padstone and a qualified Industrial Chemist no less!
Auto Enrolment and Portfolio Administration Manager Like Mark Sue is a former NatWest employee from the 'good old days' and as such has a wide range of financial services knowledge. Sue manages the auto enrolment program and investment portfolio administration.
 
 
Steffan Knight
 
 
Paraplanner Steffan joins us from an IFA in Cardiff where he has gained experience within the sector after completing his degree. He is studying towards the Diploma in Financial services with the aim of becoming fully qualified. In his spare time he likes to run and spend time with friends.
 
 

 

Click on a photo to email direct.

Padstone Financial Management Ltd is authorised and regulated by the Financial Conduct Authority, and is entered on the FCA register (www.fca.org.uk/register) under reference 430531.

The Financial Conduct Authority does not regulate taxation and trust advice will writing and some aspects of buy to let mortgages.

Contact Us
Email: mark@padstone-fm.co.uk
Telephone: 01432 820710
Fax: 01432 820701
Address: Court View, Preston Wynne, Hereford HR1 3PE

© Padstone Financial Management Ltd
Website by DM Web Solutions
Personal Finance Portal Linked InTwitter
View our most recent Tax Tables Fund Tracking Service