“We offer a friendly and personal service to our clients. We find most people prefer to meet in person but we can of course work via email and the telephone. Meetings are available in our offices, your office, your home or at a venue to suit you. Appointments are available in the evening as well as daytime if you prefer.”
Mark has worked in the financial services sector for over 30 years and as an IFA since 1993. Currently he is a Partner at True Potential Wealth Management. Having formed Thames Financial Planning which was a trading style of the Financial Planning Partners Ltd in April 2013 after working with FPP since 2002. He then moved the practice into True Potential Wealth Management in December 2013.
As an independent financial adviser (IFA) Mark Bugden offer a friendly and personal service to our clients. Mark find most people prefer to meet in person but we can of course work via email and the telephone. Meetings are available in our offices, your office, your home or at a venue to suit you. Appointments are available in the evening as well as daytime if you prefer.
Being an independent financial advisor (IFA) based Surrey, Mark also covering Berkshire and the London areas (London office available). In fact Mark has clients across the UK including Lyne, Cherstey, Ascot, Virginia Water, Chobham, Sunningdale, Ottershaw, Windlesham, Addlestone and Weybridge. Mark has over 30 years experience in the financial services sector. He has worked with many different type of clients from different backgrounds.
He is fully qualified at advanced level in investments, pensions and trusts to name but a few. He is also a mortgage specialist and as attained the Full Advanced Financial Planning Certificate awarded by the Personal Finance Society. This combined with the Mortgage Advice and Equity Release qualifications ensures he is able to discuss a wide range of topics.
Financial Services DipPFS Certs CII (MP & ER)
Chartered Insurance Institute: AFPC – Advanced Financial Planning Certificate (CII) AF5 – Financial Planning Process (CII) G10 – Taxation and Trusts (CII) K10 – Retirement Options (CII) R03 – Personal Taxation (CII) R06 – Financial Planning Practice (CII) R08 Pensions update (CII) CF1 – UK Financial Services regulation and ethics (CII) CF2 – Investment and Risk (CII) CF3 – Financial Protection (CII) CF4 – Retirement Planning (CII) CF6 – Certificate in Mortgage Advice (CII) CF7 – Certificate in Financial Planning and Lifetime Mortgages Activities (CII) CF9 – Pensions simplification (CII) FP1&2 – Financial Planning Certificate (CII) HR1 – Home Reversion plans (CII) Gap fill completed for RDR requirement for 2013.
Institute of Financial Services Certificate in Mortgage Advice and Practice.
Personal Finance Society – Member.
The Society of Mortgage Professionals – Member.
Countrywide Legal Services – Authorised to take instructions for Wills and Trusts.
The Pension Advisory Service -Workplace volunteer.
Chertsey Combined Charity – Trustee.
Please do not hesitate to contact Mark to see if we can assist you in any of the above.
Mark Bugden is an Independent financial adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FNR Number 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611.
Capital at Risk. Investments can fluctuate in value and investors may not get back the amount they invest.
Tax rules can change at any time.
Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage.
We give clients the option to pay for mortgage advice by fee rather than commission.
Equity Release refers to lifetime mortgages. To understand the features and risks, ask for a personalised illustration.
The Financial Conduct Authority do not regulate, Will Writing, Buy to Let Mortgages, Tax Advice and Estate Planning.
The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
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