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
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Taxation planning
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Corporate pension
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Response rating
9.0/10
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FCA authorised
Last authorised 15th August 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
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 15th August 2022

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