Padstone Financial Management Ltd

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 21 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.

Our team are all studying towards financial services qualifications and are here to help. ‘One team, One goal’ that’s our philosophy. Everyone has been handpicked for their knowledge, IT and interpersonal skills.

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

The Team

 

Mark
Leah Steele
Carl
Director
Having started out in Financial Services with NatWest Bank in the 90’s he established PFM in 2001. He is dedicated to financial services and still enjoys the fund research and client discussions. He says ‘A strong team is the key to success and happiness for clients and firm’. Mark is a passionate skier, skiing In St Anton and Val D’isere whenever possible during winter, with the powder fields of Japan the ultimate goal.
Operations Manager
Leah, AKA miss moneypenny, is another valuable long standing team member having knowledge of all areas of the business. She has a natural aptitude with technology and brilliant excel skills. She is a new mum and loves travelling the world.
Paraplanner
Preparing research and completing long and complex suitability reports is Carl's primary function. Carl started as an apprentice and has progressed to paraplanner by committing to and passing the RO1,2,3 and 4 exams. He is continuing his studies with the aim of level 4 advanced diploma. He is keen footballer playing for Pegasus but we wont hold that against him!



Camilla
Sue
Beth
Portfolio Administration Controller
Camilla has responsibility for fund research and analysis, preparing and undertaking all portfolio changes. She has an incredible positive and happy attitude and keeps us all laughing. She also has the most unusual sneeze in the world. She is studying for her RO1 exam to broaden her Financial services knowledge and increase her skills.
Client Review Manager
Like Mark Sue is a former NatWest employee from the 'good old days' and as such has a wide range of financial services knowledge. Sue is the ‘mother’ figure of the office and manages the annual servicing program and drawdown reporting.
Compliance Manager
A long standing member of the team Beth is well versed in Financial services holding the RO1 exam plus a law degree no less. She is an invaluable member of team and now manages the compliance requirements of the firm.



   
 
Louise
 
 
Systems Administration Manager
Lou is a local girl with a young family having wide experience in office administration. She is a bubbly personality in the office and keeps everyone smiling and has fantastic customer service skills. Lou runs back office administrations system which holds all our data.
 

 

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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.

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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