Financial Planning Solutions Ltd

Independent Financial Adviser  Unit 3, Waddington House, Monmouthshire, Abergavenny, NP7 9HA
check
FCA authorised
Last authorised 18th October 2021
Helping our clients live the lifestyle they aspire to without fear of running out of money.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Meet our advisers
MR Andrew Tucker FPFS, CFPCM
Chartered Financial Planner, Chartered Wealth Manager & Pension Transfer Specialist.
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

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

Unit 3, Waddington House, Llanover Business Centre, Llanover, Monmouthshire, Abergavenny, HR1 2HT

Similar advisers near you

Independent Financial Adviser 0.19 mi
We have been in the industry 28 years and have a wealth of experience and this will allow you access to a independent chartered financial planner. We are based in Hereford and have clients nationally.
 
Independent Financial Adviser 0.27 mi
We strive to provide a first class service and build strong relationships with our clients.
 
Independent Financial Adviser 0.3 mi
 
 
Independent Financial Adviser 0.34 mi
We represent your interests, explain clearly and work to get the best for you. We want long term client relationships.