Welcome to Financial Solutions Wales
Meet the Team
FPFS Certs CII (MP&ER)
Director/Chartered Financial Planner
Jeremy joined the firm in 2008 and is a Chartered Financial Planner. Jeremy has also been awarded Fellowship by the Personal Finance Society. Jeremy specialises in Investments, pre and post-retirement planning, trusts, and IHT planning. Jeremy has almost 30 years of experience in providing financial advice.
Jeremy has recently passed the Chartered Insurance Institute’s Pension Update Programme examination. The CII Pensions Update Programme allows financial planners to keep up to speed with the new pension freedoms.
Jeremy previously worked in wealth management, as a Private Banking Manager with RBS, looking after high net worth clients in South West England and Wales.
Contact Jeremy on 01554 770022
or email email@example.com
Director/Independent Financial Adviser
Keith is one of the founding members of the firm.
Keith has been providing independent financial advice since 2001 and holds the Diploma in Financial Advice, awarded by the London Institute of Banking & Finance.
Keith specialises in pre and post-retirement planning, IHT Planning and Investments. Keith has 35+ years’ experience providing financial advice.
He previously worked as a Regional Manager for Pearl Assurance, establishing great client relationships, with both personal customers and professional solicitors and accountants.
Outside of work, Keith loves to watch Swansea City FC and short breaks overseas.
Contact Keith on 01554 770022,
or email firstname.lastname@example.org
DipPFS, Certs CII (MP&ER)
Independent Financial Adviser
David had a long and successful career in financial services starting with HSBC in 1974. After working many years in the Retail Sector, David progressed to providing holistic financial planning advice to the bank’s High Net Worth clients.
After nearly 40 years with HSBC, David joined Financial Services Wales in 2013.
David is a welsh speaker and an avid Welsh Rugby Supporter and lives in Carmarthen.
David covers the Carmarthenshire & Pembrokeshire area providing advice on investments, pensions, trusts and IHT etc.
David is a member of the Personal Finance Society and holds the qualification of DipPFS, Certs CII (MP&ER).
Contact David on 01554 770022
or email email@example.com
Independent Financial Adviser
Ryan joined the firm in 2017 as a trainee Paraplanner but has since passed his Diploma qualifications with both the CII and LIBF. Ryan has also started his studies towards achieving Chartered status with the CII.
Ryan has progressed from working closely with Jeremy Phelps as a Paraplanner to achieving his goals of becoming an IFA and is now responsible for his own clients.
Since being with Financial Solutions Wales, Ryan has experience in investments, pre and post-retirement planning, trust, IHT planning as well as all back-office administration processes.
Outside of work, Ryan enjoys playing golf and is a member of a local golf club. Ryan also organises regular golf trips with friends.
Contact Ryan on 01554 770022
or email firstname.lastname@example.org
Personal Assistant to Jeremy Phelps
Susan joined the firm in 2016 as Jeremy Phelps’ Personal Assistant but has since also taken on the finance, general administration and reception duties for the company. Susan is qualified in Business Administration & Finance with 15 years’ experience in customer service.
Outside of work, Susan enjoys running, walking, beaches and travelling with her two young children.
Contact Susan on 01554 770022
or email email@example.com
Roxanne joined the team in 2020 and has an HND in Business and Management. Roxanne will often be the first contact point for our clients and partners.
Roxanne brings 15 years of Customer Service experience to the team.
Outside of work, Roxanne enjoys marathon training, travelling and spending time with her family.
Contact Roxanne on 01554 770022
or email firstname.lastname@example.org
Personal Assistant to Keith Phelps
Zuzana has been Keith’s administrator since 2001 and played her part in establishing the company in 2005.
Zuzana has gained a number of years’ experience as a company administrator. With 17 years of experience as a paraplanner, she is providing vital support to Keith and she’s also a point of contact for Keith’s clients.
Outside of work, Zuzana enjoys spending time with her family and travelling.
Contact Zuzana on 01554 770022
or email email@example.com
Tomos joined Financial Solutions Wales in 2020 alongside his MSc Strategic Accounting degree at Swansea University. Tomos brings a wealth of knowledge having completed his Accounting and Finance degree.
Tomos is keen to develop his knowledge in financial administration and aspires to become a financial adviser once he gains the experience and skills necessary.
Outside of work, Tomos enjoys playing rugby as a prop forward and is presently playing for Swansea RFC. have an exciting opportunity for a junior paraplanner to join our team.
Contact Tomos on 01554 770022
or email firstname.lastname@example.org