Mark Pugh at Abacus Financial Planning
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
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Income protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Last authorised 1st March 2021
What our clients say
Mark spent a considerable time going through not just my pensions but my finances in general, giving me a clear overview of how numerous considerations impacted each other. Mark is now managing my one main private pension on my behalf, adjusting investments etc., and gives me regular progress updates - in terms I can understand, which is a big help.
Mark Pugh has been our IFA for around 20 years. Originally I sought his advice for pension planning, savings and investments. We particularly benefited from his services at a time of family bereavement when my own circumstances with a critical illness left me unable to manage the situation myself. More recently we benefited from Mark's experience to rapidly move invested funds for house purchase reasons and to reinvest funds after a house sale.
Mark's expertise helped to ensure that my pension funds are in the best possible place for my requirements, and he is continually updating me on their status. Keeping me abreast of how they are performing and adjusting if necessary.
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.
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.
Where to find us
Head office address: Caerleon, Newport, NP18 1JJ
Minimum wealth (income/assets)
Minimum mortgage value
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