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. Mark aims to ski Japan before 2021.
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 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.



Carl
Camilla
Sue
Paraplanner responsible for fund analysis and administration. Carl started as an apprentice and has progressed to paraplanner by committing to and passing the RO1,2,3 and 4 exams. He is continuing his studies with the aim of level 4 advanced diploma.
Portfolio Administrator A new addition to the team Camilla brings enthusiasm and a willingness to learn the vast range of knowledge needed to work in Financial services.
Client Review 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 annual servicing program and client reports.



   
     
Systems Administration Manager Louise brings extensive experience of IT and administration to the office having joined us form Westons Cider. She looks forward to meeting our clients and the challenge of Financial services. She has a young family to keep her busy and like most of us is a game of Thrones fan.
   

 

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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: Unit 5, Whitestone Business Park, Hereford, HR1 3SE

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