Mark Pugh at Abacus Financial Planning

Independent Financial Adviser  Caerleon, Newport, NP18 1JJ
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FCA authorised
Last authorised 1st August 2022
My aim is to educate clients in a straightforward manner that enables them to make informed decisions about their financial options.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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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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OEICs
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Offshore investments
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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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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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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
Meet our advisers
Mr Mark Pugh
About us

I always meet with potential new clients on a no fee basis to explore areas in which I may be able to assist. At the meeting I also explain exactly how I work and get paid for my services. It is then up to the client to decide if they wish to proceed further.

I have 33 years experience within Financial services sector. I have spent the last 15 back in South wales where I was born.

I am married and have 2 children, Annabel & Tom.

Our services

I offer a full financial planning service to my clients, many of which I have dealt with for over 10 years. I look after a relatively small number of clients offering a level of service that is appropriate to their needs, and I focus on quality rather than quantity.

Preferred clients
Minimum wealth (income/assets)
£151,000
Minimum pension value
£151,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Caerleon, Newport, GL1 3NN

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