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.
- Approachable
- Honest
- Accurate
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.