As a Restricted Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.With over 30 years’ experience helping individuals and families reach their financial goals, I offer a wealth of knowledge and expertise. The services that I provide as a Financial Adviser include: Savings and Investments, Tax Planning, Retirement Planning, Protection, Mortgages, Trust and Estate Planning.Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. And, through the use of True Potential’s award-winning technology, I can deliver straightforward and transparent advice in a simple and convenient way. As a result, you will be better informed, confident and empowered to reach your financial goals.As a workplace volunteer for the Pension Advisory Service I help them to delivery presentations to the public sector and private companies.I entered the financial services industry in 1982 and was a successful Independent Financial Adviser in my own right before deciding to join True Potential Wealth Management in December 2013 In addition to my work as a Financial Adviser, I have also worked for two life assurance companies.Specialties: I am fully qualified at advanced level in investments, pensions and trusts to name but a few. I have attained my full Advanced Financial Planning Certificate awarded by the Personal Finance Society. Mark BugdenM: 07976 265089T: 01932 500089E: markbugden@tpllp.comW: www.markbugden.tpllp.com
Listed skills include Residential Mortgages, Investments, Pensions, Trusts, and 46 others.