Financial Planning Solutions Ltd

Independent Financial Adviser  Raglan House, Cwmbran, Torfaen, NP44 3AB
check
FCA authorised
Last authorised 26th July 2021
helping our clients live the lifestyle they aspire to both now and in the future without fear of running out of money.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Defined benefit
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
Stockbroking services
check
Long term care
Meet our advisers
Mr NP44 3AB
Chartered Financial Planner, Chartered Wealth Manager and Pension Transfer Specialist
About us

Chartered Financial planning Firm
Pension Transfer Gold Standard
Chartered Financial Planner (CII)
Chartered Wealth Manager (CISI)
Pension Transfer Specialist
Fellow of the Personal Finance Society

Our services

Pension Specialist
Cashflow modelling
Investment Advice
Taxation Advice

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

Raglan House, 6-8 William Brown Close, Cwmbran, Torfaen, NP44 3AB

Similar advisers near you

Independent Financial Adviser 0.24 mi
We offer a bespoke, tailored service and strive to nurture long term relationships and understand your financial goals, taking into account your current circumstances, needs and priorities.
 
Independent Financial Adviser 4.44 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
Independent Financial Adviser 5.36 mi
We are a local, family-run company and we are completely independent, which means we aren’t tied to any provider and can impartially search the entire market to find the best products for you. Initial consultations are completely free.
 
Restricted - whole of market 6.07 mi
I help people accomplish their financial goals through flexible, tailored, cost effective advice. I want to ensure the benefits of financial planning is available to all.