Thames Financial Planning – Now True Potential Wealth Management
Thames Financial Planning started trading on 1st April 2013 and is a trading style of the Financial Planning Partners ltd based in Crowthorne . Mark Bugden has been involved with the Financial Planning Partners since 2003 but decided to form Thames Financial Planning to offer a personal and individual service to his local area. In December 2013 he moved the practice to True Potential Wealth Management.
We aim to 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 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.
We are based in Lyne and Crowthorne, Mark does focus on private and business clients in the local area. This includes Chertsey, Virginia Water, Ascot, Staines, Weybridge and Woking.
Also we have many client living and working in and around London, we can arrange for meeting to be held in London.
Of course we do not limit our service by area and in fact have client all around the UK and overseas.
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. For further information on this service please look at our Lifestyle Financial Planning section.
For further information about Mark