Mark Patterson Financial Planning Ltd is a financial advisory firm based in Preston, Lancashire. The company operates as a Senior Partner Practice of St. James's Place Wealth Management plc, a FTSE 100 company. Led by Principal Mark Patterson, who has over 20 years of experience, the firm focuses on building long-term, trusted relationships with clients through face-to-face advice. Their mission is to help clients manage, protect, and grow their wealth by offering a range of services including investment planning, retirement planning, and inheritance tax planning. The firm is an Appointed Representative of St. James's Place, which is authorised and regulated by the Financial Conduct Authority.

Founded in

United Kingdom