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

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

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Group pensions
Long Term Care
- Long term care

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Meet our advisers

Mark Young Dip PFS

Director

Qualifications & Accreditations Hide qualifications

AFPC - Advanced Financial Planning Certificate (CII)

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

G10 - Taxation and Trusts (CII)

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

G20 - Personal Investment Planning (CII)

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

G60 - Pensions (CII)

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

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.

Make an enquiry Request a call back Show number Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Group pensions
Long Term Care
- Long term care

Advice methods

Face to face

Special offers

Choose an Unbiased exclusive special offer:

Free pension healthcheck Select

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£20,000

Minimum mortgage value

£0

Make an enquiry Request a call back Show number Recommend to a friend

Contact options

Make an enquiry Request
a call back Show number Recommend to a friend

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