We can advise you on
-
Business
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
-
Financial planning
-
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
-
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
-
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
-
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
-
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Meet our advisers
Mark Pugh
Independent Financial adviser
What our clients say
Mark is organised, methodical and tenacious. He has both saved me considerable time & money
over the years and guided me on appropriate investments. He is honest and loyal and I fully
endorse his abilities as a sound indep
Dr M Hamilton Kirkwood, Newport
Mark has been our independent financial adviser for many years, dating back to a time when our investment opportunities were small but his patience and attention to our needs and our family’s were considerable. He has continued to be our financial adviser since our retirement and we have been able to place absolute trust and confidence in him with our supplementary income. Mark reviews our retirement investment with us twice a year, and provides advice and financial administrative help between times as well. We have friends who also engage Mark as their financial adviser and their views are similarly positive. Mark has a pleasant, kind manner and it is a pleasure for us to provide a testimonial to his excellent services
Mr A & Mrs S Dawson, Monmouthshire
Mark has been my Independent financial advisor for more than fifteen years: Initially working as a representative for Medical Sickness Society, and more latterly Abacus Financial Planning, acting as my advisor during my career as an NHS hospital consultant. We had always been very satisfied with the professional help and advice he offered and therefore confident to appoint him on a private basis when he launched his directly authorised company, Abacus Financial Planning Ltd in 2012.
He has always been reliable and given sage advice on our financial planning. He has shown particular sensitivity to our attitude to risk associated with recent longer term investments related to my retirement two years ago. He is always punctual, committed and reassuringly cheerful, and I would not hesitate in recommending him to other potential clients.
Dr H & Mrs L Reed, Monmoutshire
Mark has been our Independent Financial Advisor since 2007, though my wife and I have known him since the 1990’s when he was with the Medical Sickness Society. He has always been very clear about those areas in which he can give advice and those in which he cannot, on one occasion referring us to another adviser for advice on a specialist question. My wife and I have complete confidence in him and have recommended him to our son and daughter-in-law who are also very happy with his services. Over the years he has become a friend as well as our financial advisor.
Dr H & Mrs S Retired physician, Herefordshire
Mark took over both mine and my wife’s investments in July 2009
They had been neglected by me for a number of years.
Mark very quickly sorted them out and has managed them ever since.
On his recommendations changes have been made which have resulted in a very respectable investment portfolio.
Both my wife and I would recommend Mark for advice on all financial matters.
Mr D & Mrs M Hemingway, Chepstow
"Mark became our IFA several years ago.
Following discussions, which include our degree of risk acceptance, the economic climate and
our time of life, sound advice is always given in a very friendly manner.
The result, for us, has been a simplified portfolio of investments with which we are much happier.
Our review and update meetings are very reassuring. They take place as often as we feel necessary and with Mark always available on the phone, we feel our finances are being well looked after. "
Mr P & Mrs M Williams, Newport
We have worked with Mark for a number of years following a family inheritance. Mark has been consistently professional, always acted with integrity and our best interests at heart. Most importantly, he has always treated us as equals and as individuals in determining how we have invested our money to the best effect.
Mark is, in our experience, utterly trustworthy and extremely through in all dealing with us and we cannot commend him highly enough to anyone seeking sound, professional financial advice and guidance.
Mr & Mrs Wilson, Abergavenny Monmouthshire
About us
Professionalism, independence, service, and quality of advice are all areas which we feel a client should consider before committing to a working relationship with an Independent Financial Adviser.
Our advisers have been in the financial services industry for many years and are professionally qualified and dedicated to continuous professional development.
Our Managing Director Mark Pugh, is a highly experienced financial adviser and a member by diploma examination of the Chartered Insurance Institute (CII) and the Personal Finance Society (PFS).
Mark has worked in financial services since 1987 and is actively involved in advising both private and corporate clients in all aspects of financial planning. He has particular valued expertise in retirement and investment planning and has the experience to resolve the most complex of financial problems, in a straight forward manner.
Our services
We care for our clients in the manner we would wish to be treated ourselves and seek to form a comfortable and approachable professional relationship based upon trust and understanding.
When we meet a new client, our aim is to identify the financial needs and objectives, clarify your current situation & financial awareness, and accurately establish your attitude to investment risk.
We understand that today's family and business lifestyles are hectic Finding sufficient time to plan for the future can be difficult and we therefore ensure time spent with ourselves is well planned and of high value to yourself.
Compliance
Abacus Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority. Financial Services Register Number 588698.
Registered in England & Wales, Company Number 8321782. Registered Office address: Hillcrest, Old Hill Crescent, Christchurch, Newport, NP18 1JL.
Trading address: HillCrest, Old Hill Crescent, Christchurch, Newport, NP18 1JL.
Telephone: 01633 420330
