LUNA Financial Planning Ltd

Restricted - Whole of Market  16, Risca, Newport, NP11 6QQ
First meeting at adviser's own cost
Kelly offers a free initial no obligation pension review service looking at all types of pensions from private to workplace
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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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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Unit trusts
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Lump sum
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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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Buildings and contents
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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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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 21st June 2021
Meet our advisers
MRS Kelly East DipFA
Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

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

What our clients say
What were the circumstances that caused you to look for a Financial Adviser? WneedeWe felt that our situation was so bad that it was impossible for us to deal with the many challenges it presented to us. How did the financial adviser help you? Kelly was very professional but friendly and easy to talk too. She actually listened carefully to ourissues,highlighting aspects that we had not been aware of or appreciated. She was able to talk us throughvarious options in a clear and concise way ensuring that we were not ovewhelmed by detail, vocabulary,or the magnitude of information available. Kelly actively listened, and used her considerable experience and expertise to refine andextract the plans that would best suit our needs and that we were comfortable with both now and going forward. What is your current situation? Have you seen the outcome you were hoping for? It is extremely satisfactory and far beyond what we had envisaged for our future. What could they have done better? To be fair, very little. Kelly listened, she used many of the tools available to her to ensure that she was identifying our needs and that all options were made available to us before making decisions.. Kelly was available to talk to when required and was happy to chase up or reiterate various points as required. A pleasant and incredibly proficient professional who delivered transparent, satisfying results suitable for our future plans.
Carole, Bedfordshire
What were the circumstances that caused you to look for a Financial adviser? I needed financial advice because I am due to retire in a few months time. I have a few pension pots that I wanted an adviser to look at and see my options for a happy retirement. How did Kelly help you? She reviewed my pensions, and talked me through the income I could get from them. She was very helpful and explained my options to me. I feel a lot happier about retiring now that Kelly has shown me how much income I can get every month. What is your current situation? Have you seen the outcome you were hoping for? Kelly helped me understand my pensions and what they actually mean for my retirement. She was very knowledgeable and helpful, and I definitely saw the outcome I was hoping for.
Vanessa, Newport
What were the circumstances that caused you to look for a Financial adviser? I'm a young professional looking for financial advice for savings, investments and pensions. How did Kelly help you? She was incredibly professional & thorough. We discussed my long term and short term financial objectives, and arranged protection and pension policies. What is your current situation? Have you seen the outcome you were hoping for? I definitely had a better outcome than I was hoping for; Kelly undertook true holistic financial planning with me, and I'm confident that with her assistance I can achieve my financial goals.
Stacey, Crosskeys
What were the circumstances that caused you to look for an adviser? I had various pensions, some of which, funds were not performing well. I wanted to consolidate and transfer, where possible, and have just one pension to run alongside my current work pension. How did Kelly help you? Kelly listened attentively, ensured she obtained all information needed in order to provide advice suitable for my needs. Kelly kept me updated at all times which was reassuring.She was friendly, reliable and above all attentive and returned calls promptly. What is your current situation? Have you seen the outcome you were hoping for? Yes. A suitable provider was found to enable consolidation of my pensions, apart from one. What could they have done better? In my opinion, Kelly could not have done anything better; my comments support reason why.
Eve, Cardiff
What were the circumstances that caused you to look for an adviser? Going through a divorce. How did Kelly help you? Kelly listened to everything I told her and my needs looked at the whole picture and went away and looked at what will suit me and my needs. What is your current situation? Have you seen the outcome you were hoping for? I have already had some quotes back, which were very prompt, also Kelly is looking for more as Im on a budget. What could they have done better? As we are still going through things there is nothing more Kelly do. Kelly is very helpful and I am sure we will be able to get the right products I am looking for and when my solicitor contacts Kelly my pensions will be sorted too and everything thing put in place.
Suzanne, Barry
What were the circumstances that caused you to look for an adviser? I was changing career and needed advice regarding transfer of pension. How did Kelly help you? Kelly was able to advise me on what I considered a minefield of red tape. She was able to show me on how to make a smooth and easy transaction. What is your current situation? Have you seen the outcome you were hoping for? Yes. I am very happy with the outcome which sees me financially better off now that I have made the pension transfer.
Anthony, Caerphilly
About us

LUNA Financial Planning Ltd is a UK advisory business devoted to helping individuals with their financial planning. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face to face service and have advisers based in Cardiff, Newport and Swansea

We are part of the Quilter Financial Planning, the largest advice network in the UK, which is in turn, part of Quilter, a leader in Wealth Management in the UK and selected offshore markets, providing advice-led investment solutions and investment platforms .Quilter plc oversees £118.4 billion in customer investments (as at 30 June 2019)

Our services

Kelly is a fully qualified financial planning consultant with over a decade of experience in the financial services industry. She strives to provide a refreshingly different approach to financial planning. Central to this is her belief that long and lasting relationships with her clients should always be based on honesty, trust and transparency.
Financial planning should never be delivered using baffling, technical jargon. Instead, financial planning should always be delivered in a straightforward, clear, and understandable way, enabling the client to
make an informed choice with absolutely no pressure.

Where to find us
Head office address: 16, Lower Wyndham Terrace, Risca, Newport, NP11 6QQ
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 21st June 2021

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