Financial Planning Solutions Ltd

Independent Financial Adviser Financial Planning Solutions Ltd, Unit 3, Waddington House, Llanover Business Centre, Llanover, Monmouthshire, Abergavenny, NP7 9HA
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
12th November 2018
We offer a highly competitive service focussing on client outcomes. Chartered Financial Planner, Chartered Wealth manager and Pension Transfer Specialists.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Long term care
Meet our advisers
Andrew Tucker APFS, CFPCM
Director/Ifa
Accreditations
Chartered Financial Planner Certified Financial Planner
What our clients say
Andrew Tucker is very approachable and personable. He demonstrates a willingness to take action and always with my best interests in mind. He also seeks to increase his knowledge of financial products and develop his professional qualifications, expertise and skills. He demonstrates an awareness of the financial and economic climate and the possible impact of this climate on my financial investments. He is impartial and always has good reason to support the advice he offers.
Mr and Mrs Wilson, Powys
We contacted Andrew after being disappointed with our original advisor who seemed to put his own interests before ours. As a consequence our portfolio was a mess. Within a short time Andrew had re-organised everything and our pensions, isa's & unit trusts are now much easier to track and understand.In all the years we have known Andrew we've had complete faith in his judgement regarding the best place to invest our money. In that time, although we have been through the recession, our investments have increased far beyond our expectations.We feel Andrew always seems to be in front of the game recommending anything new that he feels will benefit our portfolio. At the same time he explains any risk factor that may be involved.We are now near retirement and feel safe in the knowledge that Andrew is drawing up a regular income plan that should take us well into our old age.We would highly recommend Andrew to anyone looking for someone who is very knowledgeable in his field of work. He is friendly and, above all, explains everything in layman's terms.
Mr and Mrs Jeffries, Cwmbran
Reorganised and simplified our portfolios after many years of diy.Has a good understanding of our risk levels,Has responded well to criticism of Fund Manager's performance.
Mr and Mrs Curzons, Chepstow
Andrew very quickly grasped the nature of my self-employment and was able to offer realistic advice during both prosperous times and periods when employment was scarce. He knows the market well and projects confidence when proposing products for consideration, and we have been quite happy to follow most of his recommendations. He contacts us only when necessary and does not constantly email or call us with product offers and suggestions.
Mr and Mrs Gray, Caerphilly
Advice - Retirement and the need to optimise pensions and savings. We contacted Andrew to help with retirement planning and so far have been working with him for nearly three years. He takes great care to listen and understand our lifestyle and what our needs and aspirations are, before offering suggestions for ways in which we can use our resources to achieve what we want. He takes time to make sure that we fully understand his proposals and their implications. We have now settled into retirement with a fairly comfortable lifestyle. We meet with Andrew at six monthly intervals to review progress. We can also contact him by email if we need funds for a special event and usually the response is within the same working day.
Mr and Mrs Choppen, Usk
Advice - Redundancy and pension planning. Andrew adds the personal touch by trying to get to know his clients and what they want out life and thereby giving the ultimate service. He has explained his reasons simply so that I feel safe and reassured in any decisions. I have been pleased with advice and haven't needed to go back to work.
Mrs Gregory, Newport
I find Andrew very easy to talk with and listens well understanding my future needs and goals but also fully understanding my attitude to risk taking.Andrew is a good communicator having the ability to put over clearly and concise information that if not explained totally can be quite confusing so I find that most helpful.He seems to have very good knowledge and upto date information of the markets financial products .
Mr Pritchard, Cwmbran
To protect my investments and increase value. For a number of years Mr Tucker has given us advice on how and where to invest our savings. His advice has proven time and again to be excellent. He has regular reviews with us and keeps us fully informed on our investments. We now regard Mr Tucker as a family friend who has given our children advice with no reward for himself. He is absolutely trustworthy and I would recommend Mr Tucker unreservedly to anyone seeking financial advice. My investments are fairly steady at this volatile time.
Mr Harper, Pontypool
Where to find us

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

Contact us
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

Registered business address: 3 Waddington House, Llanover Business Centre, Llanover, Abergavenny. Monmouthshire. NP7 9HA Registered Company Number 6496647
Financial Planning Solutions Ltd is authorised and regulated by the Financial Services Authority number 480455

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