Business Details
27 Years
experience
Expert Financial Advisers in Shrewsbury
Mardon Financial Advisers has been delivering expert financial guidance to private and corporate clients for over 25 years. Our approach combines the strength of St. James's Place's infrastructure with a commitment to building long-term client relationships. We specialise in wealth management, offering tailored solutions for building, growing, protecting and preserving assets. Our services encompass financial planning, investment portfolio management, estate planning and access to specialist tax expertise. With a focus on integrity and transparency, we work collaboratively with clients and their other professional advisors to develop disciplined strategies aligned with individual objectives.Our team of qualified professionals utilises advanced systems to deliver comprehensive wealth management propositions, maintaining open communication throughout the process. As an Appointed Representative of St. James's Place Wealth Management, we provide access to a wide range of wealth management products while maintaining our independent advisory approach.
Services
Financial Planning
Investment Management
Retirement Planning
Protection Planning
Mortgage Advice
Wealth Management
Estate Planning
Tax Strategy
Corporate Services
Intergenerational Planning
Details
- Year established: 1999
Highlights and features
- We have over 25 years of experience in financial advisory services
- Our team holds advanced qualifications in wealth management
- We combine local expertise with national resources through St. James's Place
- We offer comprehensive wealth management solutions under one roof
- Our client-centric approach prioritises long-term relationship building
Associations and certifications
- St. James's Place Wealth Management
- Financial Conduct Authority
Services
Financial Planning
Our financial planning service creates tailored strategies to help clients achieve their financial goals. We assess current financial positions, future aspirations and risk tolerance to develop comprehensive plans covering investment management, retirement planning and estate planning. The service includes regular reviews to ensure strategies remain aligned with changing circumstances and market conditions.
Investment Management
We offer professional investment management services that focus on capital growth and income generation. Our approach combines St. James's Place's investment expertise with our local market knowledge to create diversified portfolios. We provide ongoing monitoring and rebalancing services to maintain optimal asset allocation while keeping clients informed through regular performance reports and market updates.
Retirement Planning
Our retirement planning service helps clients prepare for their post-work years with confidence. We evaluate current pension arrangements, projected retirement needs and tax implications to develop strategies that maximise retirement income. The service includes pension consolidation advice, drawdown strategies and inheritance tax planning to ensure financial security throughout retirement.
Estate Planning
We specialise in creating estate planning strategies that protect assets and facilitate smooth wealth transfer to future generations. Our service includes inheritance tax mitigation techniques, trust establishment and will reviews. Working with legal professionals, we ensure clients' wishes are documented and their wealth is preserved according to their intentions while minimising tax liabilities.
Corporate Services
Our corporate services provide business owners with strategic financial solutions. We offer succession planning, key person protection and company pension scheme advice. The service helps business owners protect their assets, plan for transitions and implement employee benefits packages that support business growth while addressing personal financial objectives.
Questions
What financial services do you specialise in?
We specialise in comprehensive wealth management including financial planning, investment management, retirement planning, estate planning and corporate financial solutions.
Are you independent financial advisers?
We are Appointed Representatives of St. James's Place Wealth Management, providing independent advice across their range of wealth management products and services.
How do you charge for your services?
Our charging structure varies depending on the service provided. We provide transparent fee disclosures before commencing any work, with options including hourly rates, fixed fees or percentage-based charges.
Do you work with both individuals and businesses?
Yes, we provide financial advice to both private individuals and corporate clients, tailoring our approach to meet the specific needs of each client type.
How often will my financial plan be reviewed?
We recommend regular reviews at least annually, with additional check-ins available as needed to address significant life changes or market developments.
What areas do you cover?
Based in Shrewsbury, we serve clients across Shropshire, the West Midlands and bordering areas of Wales, providing both in-person and virtual consultations.
