‘One team, one goal’ is our philosophy.
At Padstone Financial Management Ltd. we are on a mission to provide a comprehensive ,wealth management service on a very personal basis to existing and new clients alike.
We are very enthusiastic about technology, and utilise the latest software and systems to provide full, regular portfolio reporting to our clients. We manage our portfolios in-house and also have well established connections with a number of leading UK stockbrokers, allowing us to have share portfolios of all sizes, professionally managed. We then work together to ensure all of our client's requirements are met both now and, in the future, offering an effective wealth management service.
We are aware many firms have sold to private equity Anderson, and often USPE, which comprises their independence. We pride ourselves and being able to offer genuine independent advice using all the tools available to us. We do not eliminate products before we even attend a meeting, we research and spend time to understand every product available to us and invest our time to ensure the best client outcomes. We pride ourselves on this element of our service which we are aware is unfortunately lacking in many larger firms.
Our Story
Mark has over 30 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, Tax, Pensions and Investment planning.
Our staff go through regular training to ensure their knowledge, IT and industry awareness remain focused and up to date. We are proud members of Vouched for & the Financial Vulnerability Charter.
Meet the Team
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We are proud to regularly support local Charities and Donations
