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Paladin

Lichfield, Staffordshire

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‘20 Certificate of Excellence, 2020

About

At Paladin, we are dedicated to providing you unbiased independent advice with a high level of service.

We offer a range of financial services, backed by our team of Independent Financial Advisers, including a specialist Pension expert.

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5 hires on Bark

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Reviews (8)

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5/5

8 customer reviews

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30 June 2019

My wife and i had a very good meeting with lee Clarkson.He explained at length the pitfalls and benifits of equity release and what other options were available to us. Excellent service and a good insight to my options .Would recommend him highly. More...

Reviewed on Google Maps

29 April 2019

My wife and I have been with Spires Independent financial services for approximately 4 years and the level of service provided is exemplary. We spent several months trying to find a financial advisor that we felt comfortable with and eventually settled on Lee Clarkson after receiving a recommendation from a very close friend.Lee's open and honest approach was very refreshing and his manner and patience a credit to him. We are by no means financially savvy, however, Lee has talked us through many meetings to ensure that we fully appreciate the investment portfolio that we have finally agreed upon.Our trust in Lee's expertise has been extended by recommendation to other members of our family and he is also an advisor to some of our close friends.Lee is supported by an excellent team who provide a friendly and professional service.I would have no hesitation in recommending Spires Independent Ltd. More...

Reviewed on Google Maps

29 April 2019

Lee was very thorough and took us through the potential options available to us in a simple concise but informative manner. We would definitely recommend Spires to anyone needing their services More...

Reviewed on Google Maps

29 April 2019

Lee and the team are friendly and professional, offering a top class service. Their knowledge and expertise is second to none but added to this, they care about ensuring the best possible outcomes for you, their client. I cannot recommend Spires Independent highly enough! More...

Reviewed on Google Maps

30 March 2019

You hear so many bad stories regarding financial advisers and pension scams.However, I'm pleased to say that Lee Clarkson and his Team have looked after our money for many years now. It's proven one of the best financial decisions we have ever made.Having quit work some years ago and having Lee look after our pension pot has proven invaluable.Lee has given us the confidence to enjoy our retirement knowing that our investments are in safe hands.He completes the regular and agreed reviews with a positive and professional approach. More importantly we have never had any reason not to trust his judgements and recommendations.I have no problem recommending Lee regardless of what stage you are at regarding any of your investments.A big and sincere Thank You to Lee and his Team.Dave & Andrea More...

Reviewed on Google Maps

29 January 2019

Had a very good meeting with lee Clarkson.
He explained the nightmares of pensions, so
I came away with the knowledge of how to sort mine. Excellent service and a good insight to my options .Would recommend him highly. More...

Reviewed on Google Maps

29 May 2018

I can thoroughly recommend Lee Clarkson at Spires Independent. He is extremely knowledgeable in finance and really cares that he is giving the best advice to his clients. He answers questions in a clear and easy to understand way. More...

Reviewed on Google Maps

29 May 2018

Received some very useful advice at our initial meeting. Staff extremely helpful.

Reviewed on Google Maps

Q&As

Being able to provide clients with an understanding of what income that they can expect to receive in retirement and helping them plan their retirement.

To create a Financial Advice Business where clients are not just numbers and time and understanding is given to establishing what they want.

We are a growing firm and seek to look after the clients who come to us, We want to take the time to ensure that you are fully aware of your options and you understand them, insofar as possible we try to breakdown complicated financial products such as Final Salary Pensions into simple easy to understand concepts allowing you the client to make informed choices from our advice as to what solution suits you best.

Services

Welcome to Paladin. Here with us, you'll find practical guidance for all your personal 'day to day' finance products. We'll help you with advice on investments to insurance as well as Life Assurance to Inheritance Tax Planning and everything in between to ultimately manage your money where it matters the most.


Why us?

We take time to get know you and understand your situation.


In an endlessly complex and over complicated industry, we cut through the jargon and give you simple, straightforward advice based on our years of experience and expertise.


We're totally adaptable, your situation can and will change throughout life and we'll be right there with you, ready to help you to maximise earnings or minimise losses.


Our Service comes with a smile, a shoulder to cry and an ear to lend. We listen. We take on board and we have genuine empathy and understanding of your personal requirements.


Ultimately, we are here to make or save you money and that's our core focus, but how we do it is different. You are at the heart of everything we do. It's your money and its about making it work as best as it possibly can, for you.

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