0330 038 8941
Based in Hereford
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: March, 2024
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 25 March 2025
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
12
Recent Client Reviews
Mark has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mark has received 12 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 28 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Mark has not yet added their qualifications to their profile
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Mark has not yet added their qualifications to their profile
Transparent Fees
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Mark has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 25 March 2025
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
12
Recent Client Reviews
Mark has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mark has received 12 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 28 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Mark has not yet added their qualifications to their profile
Qualifications not yet added
Mark has not yet added their qualifications to their profile
Transparent Fees
Mark has not yet added their fees to their profile
Fees not yet added
Mark has not yet added their fees to their profile
We have been providing independent advice to clients for over 21 years. We specialise in Investments and Pensions and utilise the latest software packages to provide the best service that we can. We encourage our administration team to work towards qualifications. Mark has held the advanced qualification since 2002. James joined us in 2024 as a Trainee Financial Adviser. James is highly qualified and a fellow of the Personal Finance Society. Padstone Financial Management Ltd's mission is to provide a comprehensive wealth management service on a very personal basis to existing and new clients alike. We are very enthusiastic about technology and systems to provide full regular reporting to our clients. We manage portfolios in house and via a DFM; we have well-established connections with a number of leading UK stockbrokers, allowing us to have share portfolios of all sizes, professionally managed. We then work together to ensure all our client's requirements are met both now and, in the future, offering an effective wealth management service.
Offers available through VouchedFor
Contact Mark through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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