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  11. Mark Pugh at Abacus Financial Planning

Mark Pugh at Abacus Financial Planning

Independent Financial Adviser  Caerleon, Newport, NP18 1JJ
First meeting at adviser's own cost
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
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Response rating
10/10
phone Show number
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FCA authorised
Last authorised 16th May 2022
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.
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.

Where to find us
Head office address: Caerleon, Newport, NP18 1JJ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£151,000
Minimum pension value
£151,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
10/10
phone Show number
check
FCA authorised
Last authorised 16th May 2022

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