0330 038 8941
Based in Hereford
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: March, 2024
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Mark is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mark's statusLast checked: 25 September 2026
Mark is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mark's status
21
Recent Client Reviews
Mark has received 21 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Mark has received 21 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: 25 September 2026
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.
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About
We have been providing independent advice to clients for over 25 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.
