Financial Solutions Wales Ltd

Independent Financial Adviser Unit 5, Dragon 24, North Dock, Llanelli, Carmarthenshire, SA15 2LF
First meeting at adviser's own cost
Response rating
10/10
FCA verified
15th October 2018
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
    • Bad credit
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Small business
    • Travel
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Group risk
    • Long term care
Meet our advisers
Jeremy Phelps FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Keith Phelps MIFS DipFA
Independent Financial Adviser
Mark Lloyd
Mortgage Broker
David Perkins DipCII, Certs CII (MP & ER)
Independent Financial Adviser
Aled Phillips APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
Jeremy is a most understanding and knowledgable adviser i.e Understands our situation, goals and attitude to risk and explains all the recommendations he makes very clearly. All charges have been clearly explained and provide very good value for money. Jeremy provides an excellent`professional service and we would have no hesitation in recommending him, without reservation, to anyone needing financial advice.
Mr. & Mrs. Rees, Ammanford
I would like to thank you and your company for the professional way in which you have handled my pension.This was completed much quicker than I expected and without any worry at my time of life.
Mr. P. Davies, Neath
I would like to thank you for the professional yet friendly way that you have dealt with our requirements and look forward to meeting you again in the future.
Mr. & Mrs. Shaw, Gwendraeth Valley
Where to find us

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

Contact us
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Compliance

We offer up to one hour’s complimentary consultation and the purpose of this is to identify your personal needs and objectives, establish what benefits would result from using our services, outline out associated costs and give you the opportunity to appoint us.

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