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  7. Palantir Financial Planning Ltd

Palantir Financial Planning Ltd

Restricted - Whole of Market  Kingfisher House, 21-23, Bromley, BR1 1LT
Without clients, no business will survive. At Palantir Financial Planning Ltd we work tirelessly to ensure that all our clients receive the best quality financial advice. The key to understanding any client is to have an open and honest dialogue"
We can advise you on
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Annuity purchase
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Equity release
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Mortgage protection
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
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Response rating
10/10
phone Show number
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FCA authorised
Last authorised 27th June 2022
Meet our advisers
Mr Eamonn Prendergast BA (Hons) DipPFS Mr
Director & Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

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.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

This qualification accesses the advanced skills needed for advising on income planning to those in and approaching retirement

What our clients say
It is not often I find the need to heap praise on an a person or organization ,however on this occasion I feel compelled to do so. I have been a client of Palantir financial services for two years now, and the service I receive is a complete opposite of that I received from my previous pension advisor .From the moment I was introduced to Eamonn Prendergast I was struck by how professional and knowledgeable he was, Eamonn explained in detail and in plain English how he intended to restructure my pension plan, which at the time was a bit of a mess to say the least. He explained the pros and cons of various plans in a clear and concise manor and tailored a package he thought would best suit my circumstances, the price of the plan and fees were clearly pointed out and explained. Eamonn regularly makes contact to update on issues and offer solutions to problems that may arise, his honesty and integrity is evident in all the meetings I have with him.
Hasan Volkan, Orpington
I was introduced to Eamonn as a pension-transfer specialist by another adviser. Eamonn took on the complex and unusual transfer and consolidation of several pension schemes (made even more tricky by stringent requirements of my employment), and achieved complete and unprecedented success. I particularly appreciated his alertness, responsiveness and enthusiasm, and found his general advice about my situation to be extremely useful. I thoroughly recommend his services
Khalid Khan, Blackheath
The guidance and advice I have received from Eamonn was second to none. He is extremely proactive and very knowledgeable on all areas of finance. I had a number of complex financial issues that required urgent attention and Eamonn was able to explain them to me in a number jargon manner which was a massive help
Mark Law, London
About us

Palantir Financial Planning Ltd was founded by Eamonn Prendergast.

I Graduated from University with a 2:1 with Hons in Business Studies. I went on to take first regulated financial exam as a qualified investment advisor in 2001 and continues to this day to sit exams on a regular basis to maintain my knowledge of current legislation and regulations.
I was a finalist in the PFS Retirement and Later Life Specialist of the year 2020/21 and 21/22, plus reached the final in the Adviser of the Year category 2020 as awarded by Professional Adviser.

At Palantir Financial Planning we work with both individuals and companies to achieve long term financial success. Palantir Financial Planning Ltd is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority

At Palantir Financial Planning Ltd we work back from the client and therefore we offer financial advice with no focus on the product until we get to ‘know our clients’.

Our services

We can undertake a review of all your pensions, investments and assets. We specialise in pension advice which include giving advice on Final Salary/Defined Benefit pension schemes. We attempt to make the process as simple as possible for our clients to understand.



The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

Estate Planning, Taxation planning & National savings Is not regulated by the Financial Conduct Authority.

Where to find us
Head office address: Kingfisher House, 21-23, Elmfield Road, Bromley, BR1 1LT
Service coverage
Preferred clients
Minimum wealth (income/assets)
£501,000
Minimum pension value
£501,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
10/10
phone Show number
check
FCA authorised
Last authorised 27th June 2022

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