Financial Solutions Wales Ltd

Independent Financial Adviser  Capital Tower Business Centre, Castle, Cardiff, CF10 3AZ
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FCA authorised
Last authorised 6th July 2020
We provide client focused, specialist financial planning, wealth management and retirement advice.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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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 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
Meet our advisers
Aled Philips BA (Hons) APFS MCSI
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 pride ourselves in providing truly client centered advice. We get to know our clients objectives and by use of cashflow modelling and long term planning, we give clients peace of mind and clarity about their financial future.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Capital Tower Business Centre, 3rd Floor Capital Tower, Greyfriars Road, Cardiff, CF10 3AZ

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