Financial Solutions Wales Ltd

Independent Financial Adviser  Unit 5, Llanelli, SA15 2LF
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FCA authorised
Last authorised 8th August 2022
Financial Solutions Wales is a long established Chartered Financial Planning firm, offering impartial financial advice to our clients since 2005.
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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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 risk
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Long term care
Meet our advisers
MR Ryan Caisley DipFA
Independent Financial Adviser
MR Keith Phelps MIFS DipFA
Independent Financial Adviser
MR Jeremy Phelps FPFS
Chartered Financial Planner
About us

We are a Chartered firm of financial planners. This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UKs leading firms that is wholly committed to providing you with the best possible advice, service and support.

Established in 2005, our success has been based on three core principles: integrity, professionalism and impartiality, coupled with a creative and innovative approach to financial planning and a belief in bespoke client service.

Our services

We offer a wide range of specialist services, including advice on retirement options, investments, IHT planning, and mortgage services. Our focus on both wealth creation and wealth protection.

We are also able to offer advice on specialist areas such as trust planning, pension transfers and pension opt-outs.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£101,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Unit 5, Dragon 24, North Dock, Llanelli, SA15 2LF

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