Business Details
Your Financial Future, Our Expertise
Established through the merger of two reputable practices, Paton-Feaver Chartered Financial Planners is built on principles of ethical excellence and client-centric service. Our Chartered Financial Planner status reflects our commitment to industry-leading standards, supported by a dedicated team of technical experts and Financial Conduct Authority-regulated processes. With over four decades of combined experience, we specialise in crafting bespoke financial solutions that evolve with our clients' changing needs. Our partnership with St. James's Place Wealth Management ensures access to robust investment frameworks while maintaining our focus on personal relationships. We invest in continuous professional development to address complex financial scenarios, from pension transfers to intergenerational wealth management.Our approach prioritises transparency, with clear explanations and no pressured sales tactics. Clients benefit from our track record in navigating market volatility while maintaining a personal touch despite business growth. The St. James's Place Guarantee provides additional reassurance, complementing our team's technical expertise with practical, accessible advice. We serve individuals and businesses across Staffordshire and Shropshire, with a legacy of helping clients achieve financial confidence through tailored strategies.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Wealth Management
Inheritance Tax Planning
Pension Transfers
Intergenerational Planning
Financial Advice
Highlights and features
- We hold Chartered Financial Planner accreditation, representing industry excellence
- Our team combines technical expertise with personalized, accessible financial guidance
- 20-year partnership with St. James's Place Wealth Management ensures robust investment frameworks
- Dedicated support team enables planners to focus on client relationships
- Track record in navigating complex financial scenarios with tailored solutions
Associations and certifications
- Chartered Financial Planners
What people say
Excellent service
Trustworthy advice
Personalized approach
Exceptional professionalism
Clear explanations
Services
Investment Management
We provide tailored investment strategies that align with your financial goals and risk tolerance. Our FCA-regulated approach combines market analysis with personalized portfolio management, ensuring your assets grow sustainably. Our team regularly reviews and adjusts investments to adapt to changing market conditions and personal circumstances.
Retirement Planning
Specialising in pension transfers and retirement income strategies, we help maximise your retirement funds while minimising risks. Our advisers create comprehensive plans considering tax efficiency and lifestyle goals. We ensure clients understand their options through detailed explanations of available pension vehicles and investment choices.
Wealth Management
Our comprehensive wealth management covers all aspects of financial security, from asset protection to inheritance tax planning. We develop long-term strategies that evolve with your life stages, focusing on preserving and growing wealth across generations. This includes coordinated advice on investments, insurance, and estate planning.
Corporate Services
Tailored financial solutions for business owners covering succession planning, tax efficient structures, and employee benefits. We address unique challenges through strategic partnerships and specialist banking services. Our approach ensures business owners can focus on growth while securing their personal and corporate financial futures.
Mortgages
We offer comprehensive mortgage advice covering residential and buy-to-let properties. Our recommendations consider both immediate needs and long-term financial objectives, including tax implications and portfolio growth. We guide clients through the entire mortgage process while ensuring alignment with overall wealth management strategies.
People
Lionel Paton-Feaver
Director
With over 15 years' experience, Lionel specialises in pension transfers and inheritance tax planning, combining technical expertise with compassionate service. He prioritises client interests through clear communication and tailored solutions. His approach balances market knowledge with personal understanding to deliver sustainable financial outcomes.
Chris Wilkinson
Senior Adviser
Chris brings extensive experience in investment management, focusing on long-term portfolio growth and risk management. His analytical approach ensures clients receive evidence-based recommendations aligned with their financial goals. He maintains integrity through transparent advice and ongoing support during market fluctuations.
Jayne Jones
Financial Planner
Jayne specialises in retirement planning, providing clear guidance through complex financial decisions. Her client-centred approach focuses on understanding individual needs to create practical, sustainable plans. She maintains professional excellence through continuous development and ethical practice.
Paul Hawkswood
Investment Specialist
Paul offers expert investment advice, combining market analysis with strategic planning to optimise client portfolios. His pragmatic approach ensures realistic expectations while pursuing growth opportunities. He maintains open communication to help clients understand their investment choices.
Questions
What financial services do you specialise in?
We focus on investment management, retirement planning, protection strategies, and wealth preservation, with expertise in pension transfers and intergenerational planning.
How can Chartered Financial Planners benefit me?
Our Chartered status ensures adherence to highest industry standards, combining technical excellence with ethical practice to deliver tailored financial solutions.
What areas do you cover?
Based in South Staffordshire, we serve clients throughout the Midlands, providing financial advice tailored to local and national market conditions.
How do you approach financial planning?
We begin by understanding your unique circumstances, then develop customised plans that evolve with your changing needs and market conditions.
What makes your service different?
Combining personal service with technical expertise, we offer transparent advice and ongoing support while maintaining a strong client-first approach.
How often do you review investments?
We conduct regular reviews and provide ongoing portfolio monitoring to ensure your investments remain aligned with your goals and risk tolerance.
