Financial Planning Solutions Ltd
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.
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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Telephone
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Face to face
Unit 3, Waddington House, Llanover Business Centre, Llanover, Monmouthshire, Abergavenny, NP7 9HA
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