Mark Bugden

As a 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 include: Savings and Investments, Tax Planning, Retirement Planning, Protection, Mortgages, Trust and Estate Planning, Business and Succession 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.

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.

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 an Independent 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. This combined with the Mortgage Advice and Equity Release qualifications insures I am able to discuss a wide range of topics.