Financial Planning Solutions Ltd

Independent Financial Adviser  Financial Planning Solutions Ltd, Monmouthshire, Abergavenny, NP7 9HA
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FCA authorised
Last authorised 1st March 2021
Helping our clients live the lifestyle they aspire to without fear of running out of money.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Long term care
Meet our advisers
Andrew Tucker
About us

Financial Planning Solutions Ltd was founded in 2008 by Andrew Tucker who, with over 30 years financial services experience, is a Chartered Financial Planner through the Chartered Insurance Institute and a Fellow of the Chartered Institute of Securities and Investments. He is also a pension transfer specialist.

With fewer than 500 firms of 'Chartered Financial Planners', in the UK it remains an exclusive and valuable distinction.

We are conveniently based in the beautiful area of Llanover near Abergavenny from where we service clients from Wales and England. If you can't come to our offices we are happy to travel to see you at your home or place of work.

We have a vision which is: “To help our clients manage their finances in order to live the lifestyle they aspire to both now and in retirement, without fear of running out of money”.

We can help with:

Defined Benefit Pension Transfers,
Personal Pensions,
Investments,
Lifetime Cashflow Modelling,
Portfolio Reviews,
Tax Planning,
Life Assurance,
Business Planning.

Our services

To help our clients manage their finances in order to live the lifestyle they aspire to both now and in retirement, without the fear of running out of money.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Financial Planning Solutions Ltd, Unit 3, Waddington House, Llanover Business Centre, Llanover, Monmouthshire, Abergavenny, NP7 9HA

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