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

Contact Us

Padstone Financial Management Ltd
Oakdale, The Marsh
Preston Wynne
Hereford HR1 3PE

Tel: 01432 820710
Fax: 01432 820701

Email:
enquiries@padstone-fm.co.uk



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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 17 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.

Mark is happy to arrange a personal consultation at a time and venue to suit your requirements.

The Team

Mark
Lyndsey
Charlotte

 

Padstone Financial Management Ltd is authorised and regulated by the Financial Services Authority, and is entered on the FSA register (www.fsa.gov.uk/register) under reference 430531.

The FSA do not regulate taxation advice, some forms of inheritance planning and some types of buy to let mortgages.

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