Welcome to Financial Solutions Wales
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.
FPFS Certs CII (MP&ER)
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
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 recently retired as adviser but still sits on the Financial Solutions Wales Ltd board.
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
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
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 firstname.lastname@example.org