Paladin Advice are a firm of specialist and truly Independent Financial Advisers.
We offer nationwide coverage and have the ethos of always putting a client's needs before our own.
All our clients are vulnerable people, many of whom have received large compensation awards as a result of either personal injury or clinical negligence. The directors of the business, Ian MacKendrick and Steve Farnfield have specific experience in disability, either personally or through a family member. Steve' younger brother Peter has CP as a result of clinical negligence at birth.
Paladin Advice has been structured in a way to support clients, deputies and Trustees to remove the burden of financial worry as far as possible. We offer benefits advice to all our clients (free of charge) and also provide them with accountancy support (again at no additional cost). We understand the need for advice to be clear and concise, so that it is easily understood and informed decisions can be made by all those involved.
We offer a wide range of different financial planning tools including cash flow modelling, cash hub solutions and of course investment management. Our range of portfolios have been specifically put together with vulnerable clients in mind, they are low cost and have strong past performance, as well as being managed completely independently by some of the largest investment managers in the world.
We benchmark our portfolio's against ARC on a quarterly basis and are completely open about our performance (its really strong).
As part of our investment offering we have a bespoke Shariah compliant range of investments and also have a full range of ESG/Sustainable investment strategies. We believe in supporting clients where they have strong beliefs on how their money should be invested.
We see ourselves as friendly and approachable and pride ourselves on the level of service that we deliver.
- Cerebral Palsy