Financial Advisers (Independent) in Chertsey
230 Almners Road
Lyne
Chertsey
Surrey
KT16 0BL
Mark Bugden is an Independent Financial Adviser at Thames Financial Planning. 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.
At Thames Financial Planning we aim to offer a full financial planning and wealth management service but also recognise that some people require one off transactions. This could be for example a mortgage, protection planning, estate planning or many other areas of advice. We also work with the latest software to offer a full cash flow modelling service to help you fully understand your financial position now and into the future.
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We offer a friendly and professional approach to all our clients. What we do is to make sense of it. We organise our clients' finances so they know how much money they have, where it is, how hard it's working and what it's doing for them.
We can offer a full financial review and planning
“Mark is very personable with a deep knowledge and understanding of the mortgage and financial market. He has helped us a number of times choose the right deal for us. He goes out of his way to give you what you need. I would have no hesitation hiring or recommending him to anyone.” Eleanor Yearwood Crowthorne
Eleanor Yearwood Crowthorne
“Mark is friendly, professional and helpful. I am very happy that he is my IFA. If you need advice on your financial affairs – talk to Mark.”
Nigel Temple Maidenhead
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