We are Independent Chartered Financial Advisers

Specialist advice for individuals, trustees & deputies

We believe it is important that as Independent advisers, we only have an interest in recommending the highest independently rated, funds available in the global market. Many firms recommend funds that are part of their same group of companies or make money from their own discretionary fund manager. Us being completely independent ensures that we put your needs ahead of ours.

For Expert Witness Services please visit us at Paladin Experts.

We believe it is important that as Independent advisers, we only have an interest in recommending the highest independently rated, funds available in the global market.

For Expert Witness Services please visit us at Paladin Experts.

Exceptional Service

Independent Financial Advisers

Our aim is to provide honest, balanced financial advice.

Our independent financial consultants are trained financial experts, who are dedicated to helping you answer all of your questions and make the right decisions that will help you secure your financial future.

Our focus is on helping you to achieve your unique life objectives. We are able to provide a wide range of bespoke services that can help you make the most of your money.

We will assist you with all your financial needs and can provide you with a full range of services, such as long term care, due diligence reports, welfare benefits, investment pensions, tax advice & even personal injury trusts.

What We do

Cashflow analysis takes a detailed forecast look at your financial life going forward, factoring in income, expenditure and expected life events. It can be especially helpful in assessing the financial impact of decisions you are looking at today.

Your SOLLA accredited consultants are here to help you with all later life financial matters. They can ensure you have the peace of mind that you are making the right financial choices to secure your future at a very sensitive time.

We work with you to ensure your money will last throughout life and provide guidance on options to ease your financial administration, to be more tax efficient, increase income or growth and ensuring you are accessing any entitlement to funding or benefits you may be unaware of.

Many ESG portfolio’s are too narrowly diversified and a ‘greenium’ is applied unnecessarily, we are able to avoid higher charges, risk tracking and offer you wider diversification with lower costs which means more money in your pocket, not ‘theirs’.

According to ‘entitledto’, their 2022 annual review suggests about £15 billion of benefits remain unclaimed each year, at PFC, we want to ensure we can help fill that gap for you.

Equity release can be explored as part of long term care planning. Normally where a person is property rich, but cash poor it can help access or improve care provision.

Helps protect means-tested benefits and offers additional protection to damages award recipient that can make them invaluable in ensuring that funds last throughout life.

At Paladin Advice, we provide a specialist independent service, designed specifically for individuals, trustees & deputies.

We work with you to ensure that your plans are making the most of all available tax allowances.

Bespoke pensions advice to help you make the most of your retirement.

Testimonials

What Our Clients Say

"lan has been extremely helpful at providing a comprehensive report on a PPO at extremely short notice. He was very approachable and my client immediately felt comfortable with his advice. He made himself available for us at very short notice to advise on investments during the course of a joint settlement meeting. He is extremely competent and efficient. I would highly recommend his services."
Testimonial about Ian MacKendrick
Partner of law firm
"I have worked with Steve for a number of years. I have found him approachable and quick to respond, with a wide range of knowledge which is always made readily available. He is able to connect with Deputyship and Trust clients and tailor his approach to their level of understanding, which means that they can be confident in his abilities and their security. I have found Steve easy to work with and he is always responsive and able to discuss and resolve any queries that arise, often ensuring he goes above and beyond to make sure the interests of vulnerable people are protected."
Testimonial about Stephen Farnfield
COP Partner at Large law firm
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Get In Touch

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Before you supply any personal details to us via the contact us page on this website please read our IFA privacy notice document at the bottom of the website. This notice sets out how we will process your personal data in line with the General Data Protection Regulations. Once you have read the privacy notice, please tick to confirm that you have read it and that you agree to Paladin Advice processing your personal information for the purpose of contacting you. We will not use the details you provide us in the contact form to market to you.

What our clients say

  • “Jane was Amazing! I am due to get my first benefits payment shortly. Completing the forms with Jane’s help was much better than trying to do alone as she is so on the ball and just made the whole process much easier and less stressful”

    LM

    Paladin Client

  • “Steve Farnfield is a great financial adviser in the world of Court of Protection investments. Not only is he a safe pair of hands technically speaking, he take the time to understand their needs, and demonstrates a genuine empathy towards those he is helping. He comes highly recommended.”

    Testimonial about Stephen Farnfield

    COP Partner at Large law firm

  • “I have worked with Steve for a number of years. I have found him approachable and quick to respond, with a wide range of knowledge which is always made readily available. He is able to connect with Deputyship and Trust clients and tailor his approach to their level of understanding, which means that they can be confident in his abilities and their security. I have found Steve easy to work with and he is always responsive and able to discuss and resolve any queries that arise, often ensuring he goes above and beyond to make sure the interests of vulnerable people are protected.”

    Testimonial about Stephen Farnfield

    COP Partner at Large law firm

  • “I have worked with Steve for over 10 years. He is approachable, knowledgeable and inspires confidence, especially in family members of those lacking capacity concerned about ensuring funds can last for their loved one’s needs for life. Whilst good advice should be a ‘given’ from any professional, the personable way he engages with people and puts them at ease, and his willingness to discuss matters of interest and importance to the client makes them feel at ease and provides great support and insight as a professional deputy.”

    Testimonial about Stephen Farnfield

    Partner of law firm

  • When we were awarded a substantial compensation payment, our first action was to find a financial advisor to help make some big decisions. It wasn’t difficult to find well qualified and eager advisors. Stephen Farnfield had an extra quality however. He seemed to understand what this money meant to us as a family.

    Stephen is an excellent communicator. He knows his business and we trust his judgement. I have no hesitation in recommending Stephen Farnfield and Paladin.

    RM, September 2023

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