Independent Financial Advisor in Cwmbran, Gwent

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Financial Planning Solutions Ltd is an IFA that specialises in providing financial solutions to individuals and businesses. We provide advice on a wide range of financial matters with particular expertise on Financial Planning. Unlike Financial Advice, Financial Planning does not focus solely on the implementation of financial products.

We believe in telling our clients the real truth about money. This is not whether ‘this fund’ is better than ‘that fund’, or ‘this product provider’ is better than ‘that product provider’. We have found that most clients have experienced that approach from previous advisers and found it dull and extremely boring. As Independent Financial Advisers we recommend the most suitable products or investments for our clients but the truth about money is far deeper, and far more important than ‘products’

The truth about money is:

• What do you want to do with what little time you have left on this planet?
• What do you need to do to ensure that you can always enjoy your desired lifestyle?
• What do you need to do to ensure that you never, ever run out of money?
• What do you need to do to ensure that your family is totally financially secure - whatever happens?

• “How much is enough?” to enable you to achieve and enjoy your desired lifestyle.

These are important questions that need truthful answers – answers that we aim to provide. We are a firm of highly qualified professionals. We believe that what clients really want is an ongoing relationship with their adviser, based on advice that will help them to fulfil their financial and lifestyle goals not just for today but throughout their lifetime.

We use market-leading technology to ensure our clients are constantly kept up to date with the progress of their investments and we ensure our clients are never out of touch with the company. Please take a look at our demonstration under 'client access’, which shows clients own websites that track the progress of any investment or pensions, they hold.

The advisers and director at Financial Planning Solutions Ltd each have over 20 years experience in advising clients on all aspects of financial advice. Our advising staff already exceed the strict qualification requirements imposed under the Retail Distribution review which comes into effect at the end of 2012.

We offer a valuable financial planning service to our clients on a fee or commission basis. If a commission exceeds the level of fee that would have been charged the excess is rebated back to our clients. Our business structure with low overheads enables us to offer a highly professional service at a lower cost than our competitors including the banks. Our initial meeting can be at your home or our offices and is free of charge.

Chartered Insurance qualifications are held in the following specialist areas:

• Personal Taxation
• Taxation and Trust
• Personal Investment Planning

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