1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. Wales
  6. breadcrumb-arrow
  7. Carmarthenshire
  8. breadcrumb-arrow
  9. Llanelli
  10. breadcrumb-arrow
  11. Financial Solutions Wales Ltd

Financial Solutions Wales Ltd

Independent Financial Adviser  Unit 5, Llanelli, SA15 2LF
check
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
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
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group risk
check
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
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

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

Similar advisers near you

Savvy Wealth Management
Independent Financial Adviser 0.55 mi
We are a team of award winning financial planners providing good honest advice.
 
See profile
Windsor Financial Planning Ltd
Independent Financial Adviser 0.98 mi
Trusted, Reliable, Chartered Financial Planner & Retirement Specialist - Voted a 'Top UK Adviser' in The Times Newspaper.
 
See profile
The Private Office
Independent Financial Adviser 5.94 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
See profile
Cilbenrick Limited
Independent Financial Adviser 8.01 mi
A professional firm of financial planners and investment advisers. Call Cilbenrick on <phone number hidden> to arrange a free initial consultation.
 
See profile