Independent Financial Adviser in Bromley

Chartered financial planning for business owners, senior professionals and people approaching retirement.

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Chartered, award-winning financial advice

Palantir Financial Planning is led by Eamonn Prendergast, a Chartered Financial Planner and independent financial adviser.

Eamonn was named Retirement & Later Life Advice Specialist of the Year 2025/26 by the Personal Finance Society and has also been recognised as a VouchedFor Top Rated Adviser 2026.

He is regularly asked to provide expert comment on pensions, investments, retirement planning and personal finance by national and specialist financial publications. See Eamonn’s press commentary and media coverage.

Whether you want to understand when you can retire, organise several pensions, invest a substantial sum or make better use of company profits, we provide personal, practical advice in plain English.

Financial planning is not simply about choosing a pension or investment. It is about understanding what matters to you, bringing every part of your finances together and creating a clear plan for the life you want to live.

At Palantir Financial Planning, we provide independent financial advice from our offices in Bromley. We help business owners, senior directors, professionals, families and people approaching or already enjoying retirement make informed decisions about their money.

Palantir Financial Planning is led by Eamonn Prendergast, a Chartered Financial Planner and independent financial adviser.

Eamonn was named Retirement & Later Life Advice Specialist of the Year 2025/26 by the Personal Finance Society and has also been recognised as a VouchedFor Top Rated Adviser 2026.

Palantir Financial Planning is led by Eamonn Prendergast, a Chartered Independent Financial Planner, providing independent financial advice from our office in Bromley. We help business owners, senior directors, professionals, families, and people approaching or already enjoying retirement make informed decisions about their money

Whether you want to understand when you can retire, organise several pensions, invest a substantial sum or make better use of company profits, we provide personal, practical advice in plain English.

Chartered Financial Planner • Independent Financial Advice • VouchedFor Top Rated Adviser

Financial planning built around your life

You may have accumulated pensions, investments, property, company assets or cash over many years, yet still feel uncertain about what it all means for your future.

You may be asking:

Good financial planning turns these separate questions into one joined-up strategy. We begin by understanding your goals, concerns and priorities. We assess where you are now, model what the future could look like and recommend practical steps to help you get there.

The result is not simply a set of products. It is greater clarity, confidence and control.

Who we work with in Bromley and beyond

Our clients often have successful careers, established businesses or significant pensions and investments, but limited time to organise everything properly.

We regularly work with:

Business owners and senior directors connecting their personal and company finances

Senior professionals with complex pensions, investments, remuneration or shareholdings

People in their 50s and 60s who want to know their “magic number” and when work can become optional

Retired clients who need a sustainable income and an evolving financial plan

Families looking to invest, protect and eventually pass on wealth

People who have inherited money, sold a business or experienced another major financial change

Every client is different. We do not offer a one-size-fits-all solution, and we do not begin with a product. We begin with you.

How we can help

Retirement planning

Retirement can bring freedom and opportunity, but also uncertainty. Our retirement planning service helps you understand what you have, what you may need and whether your preferred lifestyle is affordable.

Using lifetime cashflow forecasting, we can model possibilities such as retiring earlier, working part-time, helping children, moving home or preparing for future care costs. This gives you a clearer view of your choices rather than relying on guesswork.

If you are approaching retirement or reviewing your pensions, find out more about our pension and retirement advice in Bromley.

Pension and investment advice

Pensions and investments often build up across different providers, employers and tax wrappers. Over time, the overall strategy can become unclear.

We review your existing arrangements, charges, investment risk, tax position and objectives. Where appropriate, we may recommend reorganising or consolidating plans, but only where there is a clear benefit. Each part of your portfolio should have a purpose within your wider financial plan.

Advice for business owners and directors

Your business may be your largest asset, your main source of income and a central part of your retirement plan.

We help business owners consider pension contributions, profit extraction, surplus company cash, business protection, investment planning and eventual sale or exit. We can also work alongside your accountant and solicitor, helping to keep your professional advisers aligned.

Tax-efficient and family wealth planning

Tax should not drive every decision, but it should not be ignored. We consider how pensions, ISAs, investments, company assets and available allowances can be used efficiently within a wider plan.

We can also help you explore gifts, support for children and grandchildren, and your longer-term legacy. We explain what may be affordable, the trade-offs involved and when specialist legal or tax advice is required.

Why choose Palantir Financial Planning?

Independent advice

We provide independent financial advice. We are not tied to a particular pension company, investment provider, fund manager or platform. Recommendations are based on your needs and objectives—not on a restricted product range.

Chartered expertise with a human approach

Palantir is led by Eamonn Prendergast, a Chartered Independent Financial Planner, award-winning independent financial adviser and VouchedFor Top Rated Adviser. Eamonn completed his first regulated financial services examination in 2001 and has since built extensive experience helping clients make confident, well-informed financial decisions.

Qualifications and experience matter, but so does the way advice is delivered. Clients need someone who listens carefully, asks the right questions and explains complex decisions in clear, straightforward language.

Eamonn’s approach is practical, direct and grounded in real life. His advice is shaped around each client’s circumstances, concerns and priorities, not simply around financial products.

Meet Eamonn and the team

Straightforward, transparent advice

Financial planning can be complex; the explanation should not be. We show you what we are recommending, why we are recommending it, what it costs and what the risks are.

Our fees are discussed and agreed before chargeable work begins. Advice comes first; products are simply tools used to support your plan.

Responsive, personal service

We believe financial planning works best as a long-term relationship. The majority of our work comes from existing clients and personal recommendations, reflecting the trust our clients place in us.

You will have one consistent point of contact and always know who is looking after you. You will also have access to a secure client portal, regular financial planning reviews and proactive updates when changes could affect your plans.

When something significant happens, whether it is a change in your career, an inheritance, a retirement decision or a family concern, we want you to feel comfortable picking up the phone and using us as your financial sounding board.

See what our clients say about working with Palantir.

Meet with a financial adviser in Bromley

Our offices:

FCA registered address32 Barnfield Avenue, Shirley, Croydon CR0 8SE

Registered addressTML House 1a the Anchorage, Gosport Hampshire PO12 1LY

Consultation/Postal OfficeKingfisher House Business Centre 21-23 Elmfield Road, Bromley Kent BR1 1LT

Face-to-face meetings are available in Bromley. Depending on your circumstances, we can also meet at your office or home, or hold meetings by video call.

Although our office is in Bromley, our advice is not limited by location. We can work with clients across London, Kent and further afield. What matters most is finding an adviser whose approach, experience and service are right for you.

Your journey with us

01 – Discovery meeting

An initial conversation to understand what has brought you to us, what matters to you and whether we’re the right fit.

02 – Understand your position

We gather the information we need, review your existing arrangements, and use financial analysis and cashflow modelling to understand where you are today.

03 – Build your financial plan

We present a personalised strategy and explain our recommendations, benefits, costs, risks, and alternatives in clear English.

04 – Implement, review and adapt

Once agreed, we implement the plan and coordinate the administration. We then review progress regularly and adapt the strategy as life and priorities change.

Learn more about your journey with us.

Frequently asked questions

Are you an independent financial adviser—or IFA—in Bromley?

Yes. Palantir Financial Planning is not restricted to one provider or a limited range of products. This allows us to consider appropriate solutions from across the relevant market based on your needs.

Do you only work with clients who live in Bromley?

No. Our office is convenient for meetings with clients in Bromley, Beckenham, West Wickham, Croydon and the surrounding areas. We can also advise clients elsewhere in London, Kent and across the UK using video meetings where appropriate.

Can you help me understand when I can retire?

Yes. We consider your desired lifestyle, spending, pensions, investments, property, business interests and other income. We can then model different retirement dates and scenarios to show what may be achievable.

Can you review pensions and investments I already have?

Yes. We can review your existing pensions and investments, including their charges, investment strategy, risk, tax treatment and how they fit with your wider financial plan. Where appropriate, we may recommend retaining, consolidating or changing existing arrangements.

What happens at the first meeting?

The first meeting is a conversation about your goals, concerns, finances and priorities. There is no obligation to proceed. We explain how we work, where we may add value and what the next steps and potential costs would be.

Feel confident about your financial future

Financial planning should not make life more complicated. It should organise what you have, show you what may be possible and help you make better decisions with confidence.

Whether you are building wealth, preparing for retirement, managing the proceeds of a business or protecting your family’s long-term security, Palantir Financial Planning can help you create a clear and practical plan.