Welcome to Financial Solutions 
Wales

Formed in 2005, we pride ourselves in ensuring all of our staff are trained to the highest standards.

We like to work together as a team, collaborating on projects to ensure that our clients receive advice at the highest level of expertise.

We are Chartered Financial Planners, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.

Staff photo 01-12-2020

Proud Sponsors of

Fairwood Park Golf Club 

 

We are proud sponsors of the Fairwood Park Golf Club teams for the 2021/22 season.

Ryan is a former member of Fairwood Park Golf Club and has been involved with organising the sponsorship of Fairwood Park’s golf teams including; The 1st Team, Links Team, Quartz Team and, the Stones Team. 

We wish them all of the best in the upcoming season!

Fairwood Park is a beautiful parkland course situated in the Gower. You can contact them through their website here: www.fairwoodpark.wales

Sponsorship


Photograph of Ryan with Fairwood’s Links team stood on the 18th green prior to their cup match against Gower Golf Club.
Pictured from left to right: Matthew Sibley (Team Captain), Dean Mucha, Kieran Neale, Stuart Neale, James Cuells, Ryan Caisley.

Meet the Team

Jeremy Phelps

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 jeremy@fswales.co.uk

Keith Phelps

DipFA

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 keith@fswales.co.uk

Susan Jenkins

Administrative Team

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 susan@fswales.co.uk

Ryan Caisley

DipFA

Independent Financial Adviser

Ryan joined the firm in 2017 as a 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 ryan@fswales.co.uk

Zuzana McClelland

Administration Team

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 zuzana@fswales.co.uk

Vacancy

Vacancy

Trainee Paraplanner/Administrator

If you feel that you have the experience and talent to join our team – send your CV to:

jeremy@fswales.co.uk

Get in touch now, we look

forward to hearing from you!