Financial Planning Partners Ltd in Chertsey
Financial Planning Partners Ltd
Description:
Mark Bugden is an Independent Financial Adviser at the Financial Planning Partners Ltd, the main office is based in Crowthorne. Mark works mainly in Surrey, Berkshire and London but has client across the UK.
I help clients to identify their financial goals and then assist them to put plans in place to achieve them.
As a financial planner I use modelling software to analyse a client’s cash flow, to review their whole financial situation. This is commonly known as Lifestyle Financial Planning, this approach allows you to consider your financial planning as one complete plan, not just a number of smaller separate plans and policies.
A personal service tailored to your needs – we believe it is important that we get to know our clients and we therefore maintain our client base at a level which enables us to do this.
Local, accessible advice – whilst we do have clients spread across the UK, most of our clients live in the Thames Valley area where we can give them a face to face advice either in their home or at our offices.
Professional and knowledgeable advice - all of our advisors are qualified well in excess of statutory industry requirements and hold advanced qualifications relevant to our areas of advice.
Products & Services:
Mark Bugden is an Independent Financial Adviser at the Financial Planning Partners Ltd, the main office is based in Crowthorne. Mark works mainly in Surrey, Berkshire and London but has client across the UK.
I help clients to identify their financial goals and then assist them to put plans in place to achieve them.
As a financial planner I use modelling software to analyse a client’s cash flow, to review their whole financial situation. This is commonly known as Lifestyle Financial Planning, this approach allows you to consider your financial planning as one complete plan, not just a number of smaller separate plans and policies.
A personal service tailored to your needs – we believe it is important that we get to know our clients and we therefore maintain our client base at a level which enables us to do this.
Local, accessible advice – whilst we do have clients spread across the UK, most of our clients live in the Thames Valley area where we can give them a face to face advice either in their home or at our offices.
Professional and knowledgeable advice - all of our advisors are qualified well in excess of statutory industry requirements and hold advanced qualifications relevant to our areas of advice.
Products & Services:
Retirement Planning Advice
Self Invested Personal Pensions (SIPPs) Advice
Savings and Investments Advice
Inheritance Tax Planning Advice
Mortgages Advice
Life Insurance Advice
Critical Illness Insurance Advice
Corporate Business Protection Advice
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