Mark Phillips Limited

Independent Financial Adviser  5 Station Terrace, Caerphilly, CF83 1HD
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FCA authorised
Last authorised 10th May 2021
Help and advice provided on a variety of customer needs including retirement planning, tax planning, investment portfolios, family protection.
We can advise you on
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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Next home / Remortgaging
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Self-employed mortgages
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ISA / Unit Trusts / OEICs
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OEICs
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Unit trusts
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Savings for children
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Buildings and contents
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Commercial motor
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Large business
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Small business
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Travel
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Taxation planning
Meet our advisers
MR Mark Phillips CEMAP, DIPFA
Director
About us

Mark Phillips has been providing a professional service for clients for over 16 years. Current qualifications held Diploma in Financial Advice & Certificate in Mortgagea Advice and Planning.
Help and advice can be provided on a variety of customer needs including asset protection (inheritance tax advice), retirement planning, tax planning, building up an investment portfolio, family protection, tax efficient savings and independent mortgage advice.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

5 Station Terrace, Caerphilly, CF83 1HD

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