Padstone Financial Management Ltd
Padstone Financial Management Ltd - Tel: telephoneHere

Contact Us

Padstone Financial Management Ltd
Preston Wynne
Hereford HR1 3PE

Tel: 01432 820710
Fax: 01432 820701


Personal Finance Portal

View our most recent Tax Tables

Fund Tracking Service


Linked In

Hereford Financial ADviser

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK

Padstone Financial Management Ltd is authorised and regulated by the Financial Conduct Authority, and is entered on the FCA 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.

Visit the FCA's 'The Money Advice Service' website here


Padstone Financial Management Ltd was established in Hereford in 2001.
We offer unbiased Independent Financial Advice.

Why use an IFA?

Independent Financial AdviserAs 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
  • Protection
  • Corporate advice
  • Inheritance tax and Estate planning

Herefordshire Financial AdviserMark has 21 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) qualification, which incorporates additional examinations in Trusts and Tax, Pensions and Investment planning.

Hereford Financial Adviser Preston Wynne 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

  • Comprehensive Investment Advice
  • Life Assurance/Personal Protection
  • Group Pensions
  • Inheritance Tax Planning
  • Stakeholder / Personal Pensions
  • Auto Enrolment Guidance
  • Annuity Service
  • Ethical Investments
  • Post Retirement Planning
  • Self Invested Pensions
  • Pension Income Drawdown
  • Ex Patriate / Offshore Investment

We aim to provide our clients a quality service at all times.



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 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.

© DM Web Solutions Email: