Marc Lezar - PRG Financial Planners Ltd

Restricted - Whole of Market  PRG Financial Planners Limited, Cardiff, CF24 3AB
First meeting at adviser's own cost
I will leave no stone unturned! I will strive to ensure you have peace of mind when it comes to your financial matters!
We can advise you on
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Taxation planning
check
Corporate pension
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
Response rating
9.0/10
check
FCA authorised
Last authorised 16th May 2022
Meet our advisers
Mr Marc Lezar
Financial Planner

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

About us

I am a fully authorised and regulated financial adviser always looking to help my clients in as any ways as possible. I am passionate when it comes to helping my clients plan for their futures, their children's futures and their grandchildren's futures.

Our services

I provide a range of services from:

- Life Insurance
- Income Protection
- Critical Illness Cover
- Mortgage Cover
- Family Benefit Income
- Pension Consolidations
- Investments
- Business Insurance
- Becoming Your Financial Adviser

And many many more

Where to find us
Head office address: PRG Financial Planners Limited, 51 The Parade, Cardiff, CF24 3AB
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.0/10
check
FCA authorised
Last authorised 16th May 2022

Similar advisers near you

Independent Financial Adviser 0.57 mi
Online financial advice service covering investments, pensions, protection mortgages. Communicate online 24/7. Low-cost fixed fee option, and pay monthly options available. Among the cheapest advisory services in the country.
 
Restricted - whole of market 1.31 mi
Kelly offers a free initial no obligation pension review service looking at all types of pensions from private to workplace
 
Independent Financial Adviser 1.32 mi
Clear, Simple, Proactive. We aim to leave you in a better place than when we met. We are independent, whole of market, financial advisers striving to achieve our client's goals.
 
Restricted - whole of market 1.34 mi
I put my clients interests and financial goals absolutely at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.