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.

Protection advice helps businesses, individuals and their families by providing a safety net in case anything goes wrong.

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.


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

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.