Eamonn Prendergast was awarded the title of Chartered Financial Planner by the Chartered Insurance Institute (CII)

What is a Chartered Financial Planner?

The CII’s Chartered Financial Planner qualification is the widely accepted ‘gold standard’ for professional financial planners and financial advisers.

Financial advisers that hold Chartered Financial Planner status are the most experienced and qualified in the profession.

Only a select number of financial advisers or financial planners in the UK have achieved Chartered Financial Planner status.

 

 

Palantir Financial Planning Ltd was founded by Eamonn Prendergast. Palantir Financial Planning Ltd is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. We work with both individuals and companies to achieve long term financial success.

At Palantir Financial Planning Ltd we work back from the client and therefore we offer financial advice with no focus on the product until we get to ‘know our clients’.

Our Background

Eamonn Graduated from University with a 2:1 with Hons in Business Studies. He went on to take his first regulated financial exams as a qualified investment advisor in 2001 and continues to this day to sit exams to maintain his knowledge of current legislation and regulations. Eamonn has worked for a number of high profile investment banks including, Bank of Canada, Bank of America and for over 8 years at Merrill Lynch. His experience of dealing with financial products and investments have allowed him to gain an invaluable knowledge and understanding of how the markets operate .

Eamonn has been shortlisted as a finalist for four prestigious financial awards. The first is in the Adviser of the Year category at the 2020 Professional Adviser awards. The second is in the Retirement and Later Life Specialist of the Year category at the 2020/21 and 2021/22 Personal Finance Society Awards. The  fourth is Rising Star of the Year Category at the 2022 Professional Adviser awards.

Eamonn has run a number of successful businesses including property development and marketing companies. Years of experience in business has contributed to his success in assisting clients to achieve their financial goals. The world of personal finance has become evermore complex so information needs be communicated in a jargon free way in order that the client can gain a sound understanding.

Palantir Financial Planning Ltd is a member of Quilter Financial Planning Network who are part of Quilter PLC, which is listed on the FTSE 250 and manages more than £99.6 billion of assets (as of 31st December 2022).

The Main Advantages

  1. Working with a long established and creditable company
  2. Covered by FCA regulation and the Financials Service Compensation Scheme (FCSC)
  3. Links to major insurance and investment companies
  4. Advice on the Latest news, research and products in the market
  5. No call centres. 1 to 1 contact with an advisor
  6. Access to a number of independent investment research companies that provide a wide range of research on investment offerings, managed investment products, publicly listed companies, private capital markets, and real-time global market data.

We offer a free no obligation initial consultation in which you can have an open and honest conversation to determine if we can assist with your future financial plans.

Palantir translated means “Farsighted”

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