Luna Financial Planning

Restricted - Whole of Market  The Willows, Newport, Gwent, NP18 1GQ
First meeting at adviser's own cost
I plan to help people accomplish their financial goals through tailored, cost effective advice. Delivering a 1st class experience of financial planning by building long lasting relationships with each of my clients.
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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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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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Small business
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Group Pension/Stakeholder
Response rating
7.0/10
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FCA authorised
Last authorised 1st March 2021
Meet our advisers
mr Ciaran Reynolds
Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Accreditations
Certified Financial Planner
What our clients say
CIaran explained the different types of protection available to cover my needs. He provided quotes for policies that were cheaper than what I had in place with more substantial cover
Neelam, Newport
Ciaran was so helpful, he listen to what I wanted and found a package that was tailored for my needs. Ciaran listened to what I wanted, he was professional at all times and went above and beyond.
Shakira, Birmingham
Informative, transparent and very professional. Broke down all possible options, so I could fully understand what would be best for me.
Gursharan, London
About us

I recently joined Luna Financial Planning with the aim of providing a simple, flexible approach to financial planning.

Boasting a wealth of industry experience, I’ve spent the last 7 years working on large scale remediation projects for some of the UK’s biggest Pension and Investment companies. Specialising in reviewing advice and sales, compliance and calculations of lost benefits.

I plan to help people accomplish their financial goals through tailored, cost effective advice. Delivering a 1st class experience of financial planning by building long lasting relationships with each of my clients.

Our services

My specialties

Pensions
Savings and Investments
Personal protection

Where to find us
Head office address: The Willows, Station Road, Newport, Gwent, NP18 1GQ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 1st March 2021

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