About Mark Bugden
“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 Bugden.
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) CF8 – Long Term Care (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.
Please view my websites or connect with me on one on my social media sites.
Mark Bugden – Thames Estate Planning