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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:
Mark has 21 years financial services experience, eight of them with the
National Westminster Bank.
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 your risk profile.
We aim to deliver a highly personalised 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 utilise the latest technology to manage these. You have full online access to your own portfolios via our website.
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
We aim to provide our clients a quality service at all times.
Visit the FCA's 'The Money Advice Service' website here
The FCA do not regulate taxation advice, some forms of inheritance planning and some types of buy to let mortgages.
We are proud of the comprehensive and professional service we provide to our clients. However if you wish to make a complaint, please contact us. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567
Padstone Financial Management Ltd. Registered Office: Oakdale, The Marsh, Preston Wynne, Hereford HR1 3PE. Registered in England No:4366170.
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