01554 770022
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.
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 [email protected]
Tomos Northey
MSc DipPFS
Financial Planner
Tom joined the firm in October 2022 as a Paraplanner after previously working for Financial Solutions Wales during his time at Swansea University. Tom holds a Diploma in Regulated Financial Planning and a Masters’ Degree in Strategic Accounting.
Tom works closely within the team to help clients achieve their planning goals.
Outside of work, Tom enjoys playing golf and is a member of the Gower Golf Club. Tom also plays rugby for Gowerton RFC and enjoys watching football.
Contact Tomos on 01554 770022
or email [email protected]
Bailey Jones
BSc
Paraplanner
Bailey joined the firm in February 2024 after graduating from Swansea University with a first-class business degree and is working towards obtaining a Diploma in Regulated Financial Planning.
Bailey enjoys spending time outdoors by taking his dog for walks and is a hobbyist nature photographer. Bailey also enjoys mountain biking at different tracks and trails around Wales.
Contact Bailey on 01554 770022,
or email [email protected]