At Padstone Financial Management Ltd, our mission is to provide sound, quality advice to all of our clients. We aim to provide long-term service and support to ensure that your finances are managed efficiently and cost-effectively. We embed a culture of care and diligence, and ensure that every member of the team is as important as the next. We care about what we do, and try to ensure that this is reflected throughout the company. We encourage staff to take financial industry exams where possible.
Our Core Values
At Padstone Financial Management Ltd, we value:
To Serve and Protect
We strive to provide a comprehensive, wealth management service. Above and beyond, we will strive to provide the best possible service to all of our clients.
Dependable
We have been in business since 2001, and have been consistent in retaining our local profile and service. Care and diligence are essential in everything we do.
Services
We offer a range of services including:
Pensions
We provide comprehensive pension advice and management, ensuring that your retirement savings are managed efficiently and effectively.
Investments
We offer expert investment advice and management, helping you to achieve your financial goals.
Protection
We provide advice and management on protection products, ensuring that you and your loved ones are protected in the event of unforeseen circumstances.
Tax & Trusts
We offer expert tax and trust planning advice, helping you to minimize your tax liabilities and ensure your financial affairs are in order.
Meet the Team
At Padstone Financial Management Ltd, we are proud of our dedicated and experienced team of professionals. Our team includes:
Mark Young
Dip PFS Independent Financial Adviser/Director
Mark has over 25 years of financial services experience, eight of which were spent at National Westminster Bank. He holds the Advanced Financial Planning Certificate and has significant experience in retirement planning, investments, and inheritance tax planning.
James Jenkins
FPFS Trainee Independent Financial Adviser
James is a highly qualified fellow of the Personal Finance Society and has 11 years of industry experience. He is training to become a full adviser with us.
Beth Fortey
LLB (Hons) Compliance Director
Beth holds a Law Degree and Legal Practice Course and has trained to be a Solicitor. She manages the complex compliance side of the business to ensure that we adhere to FCA requirements.
Leah Steele
Operations Director
Leah has been with Padstone Financial Management for 9 years and holds the important position of Operations Manager. She has a natural talent for IT and technology.
Carl Horton
Dip PFS Paraplanner
Carl started at Padstone FM as an apprentice in 2014 and progressed into a full-time position after proving his worth. As our paraplanner, he prepares research, illustrations, and reports for our client recommendations.
Camilla Pullen
Portfolio & Platform Controller
Camilla manages the portfolio administration and fund analysis data of the business, utilizing the FE software system. She works with our discretionary fund manager and sits on our investment committee.
Laura Williams
Client Review Manager
Laura has recently joined the business to manage our annual servicing programme. She is keen to begin studying for industry exams up to adviser level.
David Hewitt
FPFS Chartered Planner
David is a Chartered Financial Planner with significant experience in the financial services industry. He sits on our investment committee and provides valuable technical knowledge to the business.
Louise Armstrong
Systems Administration Manager
Lou is our systems administration manager, managing and ensuring our data is updated and held accurately on our central back-office system.
Our Philosophy
At Padstone Financial Management Ltd, our philosophy is "One team, one goal". We believe in working together to provide a comprehensive, wealth management service on a very personal basis to existing and new clients alike.
