What our clients say
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.
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 .
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.
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.
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.
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.
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.
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.
I needed to consolidate defined contribution and defined benefit pensions to allow me to access them as one.
Initially Andrew performed a financial triage which looked at our current and expected lifestyles and our aspirations, this was balanced against our attitude to risk to demonstrate whether taking or transferring a defined benefit pension gave us a sustainable future.
I have achieved the outcome I was hoping for but if the financial triage had shown otherwise I would still be very happy with Andrews service. I would have accepted the advice of the triage process because it wasn't based on my instinctive evaluation but on a comprehensive evaluation of the finances at our disposal and what we wanted to achieve and which course of action was the best to fulfil this.
I was taking voluntary redundancy and needed advice about pensions and investments. Andrew provided pragmatic advice that was right for me. I didnt feel at any point that he was just after my business. he listened to what my requirements were and tailored his advice accordingly.
So far it has worked really well for me
and I am very happy with the whole process
We had reached a stage of our lives when we needed to look closely at planning for the financial future. Also, changes in pension laws mean this seemed to be a good time. Firstly, Andrew emphasised the importance of ensuring all finances were included in the plan so requested we submit a detail financial situation document. This in itself was useful as we were forced to perform some self-analysis!Secondly, he spent a great deal of time producing a model for the future then presenting that model in non-financial terms we could understand. He showed how some simple changes would affect the model and gave us some good advice including moving an old pension into a better scheme.By being able to model specific time-critical events, income and outgoings could be balanced in the optimum way.The most important thing Andrew did was to give us more confidence that our financial future should not be such a worry!Andrew has always been there for advice when any of our financial situation changes.
What is your current situation? Have you seen the outcome you were hoping for?The ability to withdraw some funds came at an opportune moment so we are pleased with the outcome so far. We also anticipate even better outcomes in the future.
What could they have done better?I cannot really think of anything.
Where to find us
Financial Planning Solutions Ltd, Unit 3, Waddington House, Llanover Business Centre, Llanover, Monmouthshire, Abergavenny, NP7 9HA
Make an enquiry
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,
Lifetime Cashflow Modelling,
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.