Lifestyle Financial Planning Archives - Thames Financial Planning

Lifestyle Financial Planning

by admin | Feb 23, 2013 | Lifestyle Financial Planning

Lifestyle Financial Planning, what is it all about?

For further information is available at our dedicated website www.lifestyle-financial-planning.co.uk

If you require further information please contact us.

Welcome to our website

Welcome to what was the Thames Financial Planning website. We have now moved our practice into True Potential Wealth Management in order to enhance our client experience and offering.

We are a firm of independent financial advisers (IFA's) and financial planners. Based in Lyne, Surrey, we focus on private and business clients in the local area. This includes Virginia Water, Ascot, Staines, Weybridge, Sunningdale, Sunninghill, Chertsey and Woking.

We have many clients living and working in London and we can arrange meetings in London. Of course we do not limit our service by area and in fact have client around the UK and overseas.

Mark Bugden and True Potential Wealth Management have a wealth of experience in the firm to help and assist you.

We hope that you have the time to browse our website and look forward to hearing from you.

Mark Bugden

We offer a friendly and professional approach to all our clients. What we do is to make sense of it. We organise our clients’ finances so they know how much money they have, where it is, how hard it’s working and what it’s doing for them.

Our independent status means that any advice we give you will be unbiased towards any company or product and will be clearly detailed to you in writing in clear and understandable terms.

We hope find the information you require, if not please do not hesitate to contact us.

Email Mark.

Can we help?

Whether you are looking for advice on a specific area such as savings and investments, retirement planning, SIPP's, life insurance, inheritance tax planning or need a general review of your finances, we have a wealth of experience in the firm to help and assist you.

Our independent status means that any advice we give you will be unbiased towards any company or product and will be clearly detailed to you in writing in clear and understandable terms.

If you require a more detailed review of your finances we are also able to offer a bespoke cashflow modeling service. This will not only show you how you currently stand but also the likely affect of your actions on your future finances. Clients find this invaluable when considering when retirement will be possible, whether they can afford to gift funds, will the family be covered on death or serious illness, etc.