School Lane Malt House
Govilon, Abergavenny, Gwent
Contact01873 832 832 - or - Email
As an independent adviser my clients benefit from me being able to offer advice on a complete range of products and services. This could range from investment advice, retirement planning, protection cover, Mortgages inheritance tax planning, or simply reducing costs. I have over 22 years experience dealing with private clients and finding the most suitable solution for your individual needs.
We provide advice and help following a thorough personal financial review which can take place at a convenient location. A review will start with a very broad discussion of your concerns and aspirations, before moving on to a detailed appraisal of you existing arrangement.
Following your initial review, we will take time to consider your situation, needs and priorities before creating a detailed financial report. This will be discussed face to face in a follow up meeting in which we will fully explain our recommendations and agree affordable priorities to assist you in achieving your objectives.
Our charges can be structured in several ways. Some of our clients prefer a fee-based approach, whilst others are more comfortable with a commission basis. Whichever payment method the client prefers, the costs will be fully explained prior to any financial commitment being entered into.
|Financial Services & Advice - Independent Financial Advisor|
Mark Pugh Partner Bsc (Hons) CertPFS CeMap.
Bsc (Hons) Cert PFS CeMap
Area of Business
Full range of advice on Investments, Pensions, Protection, and Mortgages.
Work on Commission and Fee basis.