Palantir Financial Planning Ltd

Restricted - Whole of Market  32 BARNFIELD AVENUE, Croydon, Croydon, CR0 8SE
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FCA authorised
Last authorised 3rd May 2021
Client focused Advice
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Stakeholder
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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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Traded endowment policies
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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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Accident & sickness
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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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
Meet our advisers
MR Eamonn Prendergast BA (Hons) DipPFS
Director & Financial Adviser
About us

Palantir Financial Planning Ltd was founded by Eamonn Prendergast. . 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 Palantir Financial Planning was incorporated in March 2017
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’.
Palantir Financial Planning Ltd is a member of Quilter Financial Planning Network who are part of Quilter PLC, which is listed on the FTSE 250 and oversees £95.3 billion in customer investments (as at 31 March 2020).

Our services

We can undertake a review of all your pensions and assets. This is commonly known as a Health Check which includes gathering information concerning your investments which will consist of a full investigation into any hidden costs, performance of the investments and pensions and the funding position of the scheme. After a full thematic review, we will highlight areas of improvement and facilitate any alterations that you may wish to make. We attempt to make the process as simple as possible for our clients to understand. We do this by using plain English

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
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

32 BARNFIELD AVENUE, Shirley, 21-23 Elmfield Road, croydon, Croydon, CR0 8SE

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