Reference Number. 169447
Thames Financial Planning
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.
I entered the financial services industry in 1982 and was a successful Independent Financial Adviser in my own right before deciding to join The Financial Planning Partnership in July 2002. In addition to my work as an Independent Financial Adviser, I have also worked for two life assurance companies.
I am fully qualified at advanced level in investments, pensions and trusts to name but a few. I also have extensive experience and knowledge of this demanding and fast-moving marketplace.
Recently I have been accepted as a workplace volunteer for the Pension Advisory Service helping them to delivery presentations to the public sector and private companies.