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 firstname.lastname@example.org
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 email@example.com
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 firstname.lastname@example.org
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 email@example.com
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 firstname.lastname@example.org
If you feel that you have the experience and talent to join our team – send your CV to: