Company Profile
Based in Bayfield (Chepstow), Mark Schuler Financial Services IFA provides independent financial advice to clients throughout South Wales. Established in 2008 the company has many years experience in the financial consultancy business.
The firm delivers comprehensive independent financial advice to businesses and individuals, which are designed to the individuals and businesses needs at all times. With face to face advice, the business also has fully qualified personnel enabling clients to make fully informed whole of market decisions.
The business is owned by Mark Schuler who has worked within the financial consultancy industry for many years. Mark Schuler is experienced enough to run the business, having previously worked for Hambro's Bank, Zurich, Pearl and Sequence UK.
Mark Schuler Financial Services IFA has a satisfied network of clients, situated around South Wales, including private clients, several small local businesses as well as a few large organisations. The business delivers bespoke independent financial advice, including whole of market advice on pensions, protection, savings, investments, mortgages both residential and commercial as well as will writing. Tailored to the individuals aims and needs, the advice is particularly suitable for individuals and businesses and can help to save money now and make money for the future. The personal advice is available after a free initial meeting lasting about an hour.
The company are proud of their professional record and strive for excellence. At Mark Schuler Financial Services IFA the business they conduct and the client recommendations they make are audited to ensure regulatory standards are upheld. They offer a service to their clients representing excellent value for money and featuring the most appropriate advice to their personal circumstances, backed by the best products they can find on the market.
Mark Schuler Financial Services IFA is a member of the following organisations
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