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.
VF, South Wales
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.
VF, South Wales
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.
VF, South Wales
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.
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
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