Financial Advisers (Independent) in Chertsey

Mark Bugden is an Independent Financial Adviser at Thames Financial Planning. Mark works mainly in Surrey, Berkshire and London but has client across the UK.

I help clients to identify their financial goals and then assist them to put plans in place to achieve them.

As a financial planner I use modelling software to analyse a client’s cash flow, to review their whole financial situation. This is commonly known as Lifestyle Financial Planning, this approach allows you to consider your financial planning as one complete plan, not just a number of smaller separate plans and policies.

At Thames Financial Planning we aim to offer a full financial planning and wealth management service but also recognise that some people require one off transactions. This could be for example a mortgage, protection planning, estate planning or many other areas of advice. We also work with the latest software to offer a full cash flow modelling service to help you fully understand your financial position now and into the future.

Keywords: financial advisor, ifa, independent financial and mortgage