‘One team, One goal’ is our philosophy.
Padstone Financial Management Ltd mission is to provide a comprehensive wealth management service on a very personal basis to existing and new clients alike.
We are very enthusiastic about technology and utilise the latest software and systems to provide full regular reporting to our clients. We manage portfolios in house and also have well established connections with a number of leading UK stockbrokers allowing us to have share portfolios of all sizes, professionally managed. 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.
Our Story
Mark has over 25 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, Tax, Pensions and Investment planning.
Our staff go through regular training to ensure their knowledge, IT and industry awareness remain focused and up to date.
Meet the Team
Dedication. Expertise. Passion.
Mark Young Dip PFS
Independent Financial Adviser / Director
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.
James Jenkins FPFS
Trainee Independent Financial Adviser
James is highly qualified as a fellow of the personal finance society which is quite an achievement for someone of his age. He has 13 years industry experience in the independent advice sector with both small and large firms alike. He is training to become a full adviser with us. In his spare time james like to run and socialise with his fiance and family. He is a great addition to the padstone team for 2024.
Beth Fortey LLB (Hons)
Compliance Director
Beth holds a degree in law from the university of South Wales nonetheless. The longest serving team member, she joined in 2013. Beth manages the extremely complex compliance of the business to ensure we adhere to FCA requirements. Beth has a young family which keeps her occupied in her spare time. She also likes keeping fit swimming and cycling when she can.
Camilla Pullen
Portfolio & Platform Controller
Camilla manages the portfolio administration and fund analysis data of the business utilising the FE software system. This includes ensuring all model portfolios are maintained on platforms and expediting fund trades. This also incorporates working with our Discretionary fund manager and sitting on our investment committee. Camilla likes to keep fit, to keep up with her bubbly personality. She also loves travelling as much as possible.
Leah Steele
Operations Director
Leah has been with Padstone Financial Management for nine years, now holding the important position of operations manager. She has a natural talent for technology managing the firms back-office operations and communication mediums. Leah is an avid traveller having visited many exotic locations in her young life.
Louise Armstrong
Systems Administration Manager
Lou is our systems administrations manager, managing and ensuring our data is updated and held accurately on our central back-office system. She then coordinates with providers and investment companies and liaise with the paraplanning team. Lou has two young children to keep her busy in her spare time, when not attending keep fit classes or baking up some cakes.
David Hewitt FPFS
Chartered Planner
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.
Carl Horton Dip PFS
Paraplanner
Carl started at Padstone FM as an apprentice in 2014, where he progressed into a full-time position after proving his worth. As our paraplanner Carl prepares research, illustrations, and reports for our client recommendations. Carl is a keen footballer playing for local club, Pegasus. He also likes a bit of horse racing now and then.
Laura Williams
Client Review Manager
Laura has recently joined the business to manage our annual servicing programme, replacing Sue who retired in December. Laura is keen to begin studying for industry exams up to adviser level to become a great asset to the business and our clients. She has worked in Maritime security, and pharmaceuticals previously. She is a keen keep fit fanatic, regularly running and training.
We are proud to regularly support local Charities and Donations
Contact Us
Unit 5 Whitestone Business Park
Whitestone
Hereford
HR1 3SE
01432 820 710
07977 820 710
