A new challenge in uncertain times

Mark Pugh - Independent Financial AdvisorI joined Breeze mainly for the income opportunity;
I wanted to diversify the risk of having just one income in increasingly uncertain times within the Financial Services sector.

I also wanted  a new challenge - my career has changed significantly over the last decade. New changes in 2012 through the Retail Distribution Review (RDR) will radically change things again – Breeze is my ‘insurance policy’, or my ‘back door’.

Through a relatively small investment of time I have been promoted to Senior Executive so my earnings should increase significantly. I Spent 15 years recruiting, managing, and motivating teams. I relish the thought of returning to that challenge but without the ‘red tape’ that has now become my industry – It’s Show Time!

I also subscribed for the products… I regularly use iConference to hold client meetings; clients love it and it saves me time and money. By the end of the year I would predict the time and petrol savings alone will pay for my 3 year subscription.

My current network will not allow individual IFA websites, the good news however is that for the majority of IFAs Breeze is an incredibly cost effective way of increasing business levels through a targeted website.

Finally, I’m very impressed with the support I have had from the UK leadership team – it makes Breeze such a time efficient business.

Mark Pugh
Independent Financial Adviser

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