Financial Planning Solutions Ltd

Independent Financial Adviser 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
16th September 2019
Helping our clients live the lifestyle they aspire to without fear of running out of money.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Andrew Tucker FPFS, CFPCM
Chartered Financial Planner, Chartered Wealth Manager & Pension Transfer Specialist.
Accreditations
Chartered Financial Planner Certified Financial Planner
Where to find us

Unit 3, Waddington House, Llanover Business Centre, Llanover, Monmouthshire, Abergavenny, NP7 9HA

Make an enquiry
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

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

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
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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