Financial Planning Solutions Ltd

Independent Financial Adviser  Raglan House, Cwmbran, NP44 3AB
First meeting at adviser's own cost
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
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
MR Andrew Tucker APFS, CFP
Chartered Financial Planner, Chartered Wealth Manager and Pension Transfer Specialist

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

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.

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

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.

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

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

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.

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

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

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.

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.

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

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

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.

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.

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.

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

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

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

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

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

This exam accesses understanding of identifying and satisfying client needs.

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

Accreditations
Certified Financial Planner Chartered financial planner - individual adviser accreditation
What our clients say
I was about to draw my final salary pension, but received an attractive CETV. Andrew helped me analyse the details, explored my appetite for risk and discussed pros and cons of leaving a final salary pension in layman's terms. I decided to transfer out of the final salary pension scheme and so far our investment strategy is working out really well. What could they have done better? - Genuinely nothing-i had spoken to 2 other FAs and have no regrets whatsoever choosing Andrew. He is friendly , approachable and always gets back to you if you need him . I have no hesitation in recommending him to others seeking practical financial advice.
Clive, Solihull
Andrew took account of my circumstances, attitude to risk and my projected future needs. He fully explained the options open to me and the implications of each one, and gave me the time I needed to come to considered decisions. The fees involved in taking the advice were clear and transparent. It is helpful now to receive the firm's regular financial updates.
Helen, Hay on Wye
My late Mother had investments which I didn't fully understand. I contacted Andrew to go through the portfolios with me and he was able to answer all the queries and questions I asked. Andrew was able to provide an opinion on investments recommended by a previous financial advisor which I did not feel were in my Mother's best interests. I have been pleased with the advice Andrew gave as my situation was complex with care home fees to be considered. He was also able to unravel the previous IFA's work with a positive outcome.
Sue, Cwmbran
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
Investment Advice
Taxation
Financial Planning
Wealth Preservation

Where to find us
Head office address: Raglan House, 6-8 William Brown Close, Cwmbran, NP44 3AB
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021

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