Eamonn Prendergast

Eamonn Prendergast

Palantir Financial Planning Ltd Chartered Financial Planner

Minimum savings/pensions: Over £100,000

Minimum mortgage: Over £250,000

0208 166 7217
Based in Croydon
View location

Verified since: November, 2022

4.9 out of 5

25 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 02 May 2025

    Eamonn and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 2

    Recent Client Reviews

    Verified reviews: 100%

    Eamonn has received 2 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 26 November 2024

    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.

  • 5

    Qualifications Uploaded

    5 qualification certificates available to view

    Eamonn has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Eamonn has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 02 May 2025

    Eamonn and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 2

    Recent Client Reviews

    Verified reviews: 100%

    Eamonn has received 2 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 26 November 2024

    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.

  • 5

    Qualifications Uploaded

    5 qualification certificates available to view

    Eamonn has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Eamonn has not yet added their fees to their profile

I am a Chartered Financial Planner Eamonn Graduated from University with a 2:1 with Hons in Business Studies. He went on to take his first regulated financial exams as a qualified investment advisor in 2001 and continues to this day to sit exams to maintain his knowledge of current legislation and regulations. Eamonn has worked for a number of high profile investment banks including, Bank of Canada, Bank of America, Merrill Lynch. His experience of dealing with financial products and investments have allowed him to gain an invaluable knowledge and understanding of how the markets operate . Eamonn Prendergast has been shortlisted as a finalist for four prestigious financial awards. The first is in The Adviser of the Year Category at the 2020 Professional Adviser awards. The second is in the Retirement and Later Life Specialist of the Year category at the 2020/21 Personal Finance Society Awards. The Third is the Retirement and Later Life Specialist of the Year category at the 2021/22 Personal Finance Society Awards. The fourth is from The Professional Advisers Awards 2022 Eamonn has run a number of successful businesses including property development and marketing companies. Years of experience in business has contributed to his success in assisting clients to achieve their financial goals. The world of personal finance has become evermore complex so information needs be communicated in a jargon free way in order that the client can gain a sound understanding

£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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