Padstone Financial Management Limited

Independent Financial Adviser Court View, Preston Wynne, Herefordshire, Hereford, HR1 3PE
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
19th August 2019
We are a local Independent firm offering a highly personalised service, specialising in Pension and investment advice.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Long term care
Meet our advisers
Mark Young Dip PFS
Director
Where to find us

Court View, Preston Wynne, Herefordshire, Hereford, HR1 3PE

Make an enquiry
About us

We have been established since 2001. Holding the advanced qualifaction since 2002, effectively being 10 years ahead of the industry. Mark Young has 25 years Financial services experience, spending 8 years with NatWest Bank before becoming Independent in 2001. We have a small team to provide the best possible service to our clients.

We also have links with stockbrokers for clients that would like their share holdings managed for them.

Meetings can be undertaken in the office or at your home.

Authorised and Regulated by the Financial Services Authority.

Email or website .

Our services

We are a local Independent Adviser offering a highly personal service. We specialise in bespoke portfolio management for both Pensions and Investments utlising technology wherever possible. Clients have full online access to their investments.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£20,000
Minimum mortgage value
£0

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