1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. Wales
  6. breadcrumb-arrow
  7. Caerphilly
  8. breadcrumb-arrow
  9. Caerphilly
  10. breadcrumb-arrow
  11. Mark Phillips Limited

Mark Phillips Limited

Independent Financial Adviser  5 Station Terrace, Caerphilly, CF83 1HD
check
FCA authorised
Last authorised 22nd February 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
check
Stakeholder
check
Buy my next home
check
Buy to let
check
Buying first home
check
Flexible mortgages
check
Next home / Remortgaging
check
Self-employed mortgages
check
ISA / Unit Trusts / OEICs
check
OEICs
check
Unit trusts
check
Savings for children
check
Buildings and contents
check
Commercial motor
check
Large business
check
Small business
check
Travel
check
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

Similar advisers near you

Pure Wealth Management
Independent Financial Adviser 0.68 mi
We offer advice on all areas of Pensions, Investments, Mortgages, Protection, Tax Planning, Estate Planning, Wealth Management and Will Writing. Our core focus for each client, is to offer truly independent personalised financial advice.
 
See profile
True Potential Wealth Management LLP
Restricted - whole of market 1.29 mi
We put every client at the heart of what we do and believe the ongoing relationship with continued reviews after designing your financial future.
 
See profile
Imperial Chartered
Independent Financial Adviser 1.39 mi
I see my primary role as making my clients wealthier than they would be if they hadn’t met me, whether that’s building wealth for the future, or ensuring your pension and investment funds pay you the income you need throughout your retirement.
 
See profile
Imperial Chartered
Independent Financial Adviser 1.47 mi
I see my primary role as making my clients wealthier than they would be if they hadn’t met me, whether that’s building wealth for the future, or ensuring your pension and investment funds pay you the income you need throughout your retirement.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.