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

2nd December 2019

Helping our clients live the lifestyle they aspire to without fear of running out of money.

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- SIPPs
- Stakeholder
Financial planning
- Wealth management
Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investing for income
- Investment trusts
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Business
- Corporate pension
- Employee benefits
- Group ISA
- Group Pension/Stakeholder
- Group Protection/Life Insurance
- Group critical illness
- Group income protection
- Group life insurance
- Group private medical insurance
- Group risk
Long Term Care
- Long term care

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Meet our advisers

Andrew Tucker FPFS, CFPCM

Chartered Financial Planner, Chartered Wealth Manager & Pension Transfer Specialist.

Qualifications & Accreditations Hide qualifications

CF4 - Retirement Planning (CII)

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

MAQ - Mortgage Advice Qualification (CII)

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

AF3 - Pension Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

G10 - Taxation and Trusts (CII)

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

R04 - Pensions and Retirement Planning (CII)

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

AF5 - Financial Planning Process (CII)

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

G20 - Personal Investment Planning (CII)

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

AF1 - Personal Tax and Trust Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

J05 - Pension Income Options (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

CF6 - Certificate in Mortgage Advice (CII)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

CF3 - Financial Protection (CII)

This examination assesses a knowledge and understanding of financial protection plans.

CF2 - Investment and Risk (CII)

This examination assesses a knowledge and understanding of investment products and the risks involved.

J01 - Personal Tax (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

J02 - Trusts (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

J06 - Investment Principles, Markets and Environment (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

R08 - Pensions Update Programme

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

CF1 - UK financial services, regulation & ethics (CII)

This exam accesses understanding of the financial services industry including regulation and legislation.

CF5 - Integrated financial planning (CII)

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

FP1 - Financial services and their regulation (CII)

This exam accesses understanding of the financial services and their regulation.

FP2 - Protection, savings and investment products (CII)

This exam accesses understanding of protection, savings and investment products.

FP3 - Identifying and satisfying client needs (CII)

This exam accesses understanding of identifying and satisfying client needs.

AF7 - Pensions transfers (CII)

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

Accreditations

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

Make an enquiry Request a call back Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- SIPPs
- Stakeholder
Financial planning
- Wealth management
Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investing for income
- Investment trusts
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Business
- Corporate pension
- Employee benefits
- Group ISA
- Group Pension/Stakeholder
- Group Protection/Life Insurance
- Group critical illness
- Group income protection
- Group life insurance
- Group private medical insurance
- Group risk
Long Term Care
- Long term care

Advice methods

Telephone
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

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Contact options

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