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.
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.
53 Old Hill Crescent, Christchurch, Newport, Newport, NP18 1JL
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