Financial Solutions Wales Ltd

Independent Financial Adviser Capital Tower Business Centre, 3rd Floor Capital Tower, Greyfriars Road, Cardiff, CF10 3AZ
First meeting at adviser's own cost
Response rating
10/10
FCA verified
10th September 2018
We provide client focused, specialist financial planning, wealth management and retirement advice.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Critical illness
    • Life insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Aled Philips BA (Hons) APFS MCSI
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
I spent a long time researching a chartered company that could advise me on my very specific retirement and investment needs. having spent 30+yrs in banking as Director for Wales, I am well aware of the pitfalls of poor advice. If you think paying for a professional is expensive....try using an amateur!!!! Great advice, good service, customer centric, compliant, and easy to deal with.
Mark Douglas (Former Director of Natwest Wales), Neath
Aled is a passionate IFA and technically very sound. We have no hesitation to recommend Aled to any of our clients, as we know that the level of service and expertise he will provide will be top class. Aled also always keeps up to date with all changes in his field, so you can be guaranteed that all advice he gives is current and relevant.
Rezaul Hoque (Company Director), Swansea
From the outset I felt that Aled had a good understanding of my personal needs and circumstances, especially when reviewing my financial situation in relation to the pension fund. Following an extensive review Aled provided a clear and concise breakdown of options available to me which I easily understood and gave me full confidence in his advice. I am constantly informed on developments and I feel comfortable in the knowledge my finances are in safe hands.
Adrian Howells (TV Producer), Llanelli
Over the 30 years of my career, I have been supported by a number of personal financial advisers. Aled is the best of them all. His knowledge is considerable, his approach is considerate, imaginative and thorough - and his honesty, transparency and integrity in all of his business dealings is remarkable. If you are looking for someone to help you with your hard-earned income and investments, I have no hesitation in strongly recommending Aled.
Eilir Jones (Chief Executive Officer), Llanelli
Aled provided a thorough and professional service. Aled's broad market knowledge and experience assisted me in making the right decisions for me and my family. I recommend Aled for financial advice and services.
Matthew Waters (General Manager / Rolls Royce), Newport
Aled works very hard preparing proposals based on a comprehensive analysis of the market, making sure he gives you the best advice possible. Aled presents these to you in a clear and straightforward way. After discussing and then agreeing with his recommendations, Aled arranged and completed all the paperwork. On a personal note I find Aled very approachable, nothing is too much trouble and he's always happy to go over anything (after meetings too) if you are not sure or don't fully understand something. It is fantastic to have total faith in your financial adviser.
Lindsey Heydon (Company Director), Pembrokeshire
Aled is one of the leading financial advisers in South Wales. He is bright, personable and extremely knowledgeable. He delivers an impeccable service to both our firm and to our clients and I have no hesitation to recommend him to anyone in need of his advice.
Grant Stephens (Grant Stephens Family Law), Cardiff
Where to find us

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

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 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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
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.

Similar advisers near you

Independent Financial Adviser 0.26 mi
Clear, Consise, Financial Advice.
 
Independent Financial Adviser 0.28 mi
 
 
Independent Financial Adviser 0.54 mi
Chartered Financial Planners providing advice to clients who seriously want to make good decisions with their personal finances.
 
Independent Financial Adviser 0.56 mi
We provide a clear financial plan so you can have confidence in your future.