About Mark Bugden

“We offer a friendly and personal service to our clients. We find most people prefer to meet in person but we can of course work via email and the telephone. Meetings are available in our offices, your office, your home or at a venue to suit you. Appointments are available in the evening as well as daytime if you prefer.”

Mark Bugden - Financial Planner

Mark Bugden – Financial adviser and planner

Mark has over 28 years experience in the financial services sector. He has worked with many different type of clients from different backgrounds. Mark is fully qualified at advanced level in investments, pensions and trusts to name but a few. He is also a mortgage specialist. He has attained his Financial Planning Certificate awarded by the Personal Finance Society. This combined with the Mortgage Advice and Equity Release qualifications ensures Mark is able to discuss a wide range of topics.

Chartered Insurance Institute:
Financial Services
DipPFS Certs CII (MP & ER)

Chartered Insurance Institute:
AFPC – Advanced Financial Planning Certificate (CII)
AF5 – Financial Planning Process (CII)
G10 – Taxation and Trusts (CII)
K10 – Retirement Options (CII)
R03 – Personal Taxation (CII)
R06 – Financial Planning Practice (CII)
R08 – Pensions update (CII)
CF1 – UK Financial Services regulation and ethics (CII)
CF2 – Investment and Risk (CII)
CF3 – Financial Protection (CII)
CF4 – Retirement Planning (CII)
CF6 – Certificate in Mortgage Advice (CII)
CF7 – Certificate in Financial Planning and Lifetime Mortgages Activities (CII)
CF8 – Long Term Care (CII)
CF9 – Pensions simplification (CII)
FP1 – Financial Planning Certificate (CII)
HR1 – Home Reversion plans (CII)
Gap fill completed for RDR requirement for 2013.

Institute of Financial Services
Certificate in Mortgage Advice and Practice.

Countrywide Legal Services
Authorised to take instructions for Wills and Trusts.

The Pension Advisory Service
Workplace volunteer.

The team at True Potential Wealth Management LLP have many years of experience between them and most are advanced qualified.

Mark is backed up by the team at the True Potential Wealth Management.