• Padstone Financial Management Ltd
  • Padstone Financial Management Ltd
Tax & Trusts

Welcome to Padstone Financial Management Ltd

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 26 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- level 4) qualification, which incorporates additional examinations in Trusts and Tax, Pensions and Investment planning.

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 risk profile.

We aim to deliver a highly personalized 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 utilize the latest technology to manage these. You have full online access to your own portfolios via our website. We issue quarterly newsletters incorporating latest industry and economic news.

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

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

In the event you have a complaint about us or any of our products or services please contact:
In writing: Write to Mark Young, Padstone Financial Management Ltd, Unit 5, Whitestone Business Park, Hereford, HR1 3SE OR by Phone: Telephone 01432 820710 OR Email us at: mark@padstone-fm.co.uk.

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.

Visit the FCA’s ‘The Money Advice Service’ website here

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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