Mark has 30 years of financial experience, eight years of those spent at National Westminster Bank during the 1990’s. Holding the advanced financial planning certificate since 2002, he has significant experience in retirement planning, investments, and inheritance tax planning. Establishing Padstone Financial Management in 2001 the company has grown significantly now managing significant assets with a team of seven providing valuable support.Mark is a passionate skier, skiing as many times as possible in the season. Favourite resorts, Val D’isere and St Anton. Sadly global warming is affecting this now. Japan is still the powder dream.

Carl started at Padstone as an Apprentice in 2014, and has progressed into a full-time Paraplanner; he is a valued member of the team. As our internal Paraplanner, Carl prepares research illustrations, and reports for our client recommendations. Carl is a keen footballer and supporter, playing for local club, Pegasus. He also likes a bit of horse racing now and then.

Lisa has joined us from Rowan Dartington where she has worked for the last 2 years gaining valuable experience in Discretionary management and its associated administration. Lisa will  lead our client review team to ensure we meet our client and regulatory obligations. Her young family keeps her busy outside of work. 

Lisa is currently on maternity leave and we wish her all the best!

David is a chartered financial planner. He is an experienced financial services professional having worked for Scottish Widows for many years. Edinburgh based Dave works with us as a paraplanner preparing complex client reports and data analysis. Dave sits on our investment committee and provides valuable technical knowledge to the business. Dave loves to travel in his spare time, when not milling around the wonderful Edinburgh.

Leah has been with Padstone Financial Management since 2013, now holding the important position of Operations Director. She has a natural talent for IT and technology, managing the firms back-office operations and communication mediums. Leah is an avid traveller, having visited many exotic locations in her young life. Leah also has a young family, which keeps her on her toes!

Mia plays an important role in our new business team, ensuring a smooth onboarding experience. Her attention to detail and organisational skills help streamline our operations. Outside of work, Mia loves travelling and exploring seaside destinations. In her free time, she’s also an avid cook, experimenting with new recipes and sharing her culinary creations with friends and family.

Jamie supports Lisa with the coordination and delivery of Annual Reviews, including client outreach, preparing reports, drafting review letters, and managing tasks through Click Up to assist both Carl and Mia. He also liaise with providers and follow up to ensure everything runs smoothly and on time.

Outside of work, Jamie is a passionate football fan and plays for Hinton FC on Saturdays and following Hereford FC. When time allows, he likes playing racket sports such as padel and tennis. He's also an avid horse racing enthusiast.