Free yourself to enjoy your wealth
Financial Planning Solutions Ltd, established in 2008, has been providing financial planning services to clients across South Wales. Our journey began in 1989 when our founder, Andrew, recognised his true calling - to change people's lives through effective financial planning. Over the years, our commitment to delivering outstanding financial planning has remained unwavering.
Our vision is to help our clients manage their finances to live the lifestyle they want, without fear of running out of money. We achieve this by providing tailored financial planning services, personalised to suit each client's unique needs and aspirations. Our team of experienced financial planners work closely with our clients, building long-lasting relationships based on trust, transparency, and a deep understanding of each individual's financial goals and objectives.
Our Services
At Financial Planning Solutions, we offer a comprehensive range of financial planning services, designed to help you manage your wealth effectively and achieve your financial goals. Our services include:
Approaching Retirement
Gone are the days when retirement was seen as the end of life's adventures. These days, life begins at 50. We can help you plan for the retirement you want, while still enjoying life today. We'll work with you to understand your retirement goals, assess your current financial situation, and develop a retirement plan that's tailored to your needs.
Retiring Now
Retirement should be about reaping the rewards of your hard work, without fear of running out of money. We can help you manage your retirement funds effectively, ensuring that you have sufficient income to enjoy your retirement years to the fullest. We'll work with you to create a retirement plan that balances your current income needs with your long-term financial goals.
Business Owners
Work to live, not live to work. Running a business can be all-consuming. We can help you strike the right balance. We'll work with you to understand your business goals, assess your current financial situation, and develop a financial plan that aligns with your business objectives. Whether you're looking to sell your business, plan for retirement, or simply manage your business finances more effectively, we can help.
Client Stories
We take great pride in changing people's lives. Over the years, we've helped many clients enjoy their wealth, thanks to our tailored financial planning services. From helping clients retire with confidence, to providing the financial freedom to enjoy life's adventures, our client stories are a testament to the power of effective financial planning.
Why Us?
At Financial Planning Solutions, we're committed to helping our clients manage their finances to live the lifestyle they want, without fear of running out of money. We deliver on this commitment every day, thanks to our:
- Passion for financial planning
- Experienced team of financial planners
- Tailored financial planning services
- Long-lasting relationships based on trust and transparency
- Commitment to ongoing professional development
If you're looking for a financial planning partner who's as committed to your financial success as you are, look no further than Financial Planning Solutions.
Financial Planning and Expertise
Andrew, financial advisor, has been praised by two clients, Gerald Marsh and Bob Evans, for his exceptional work in financial planning and expert advice. Both clients have given Andrew a rating of 5 stars, indicating their utmost satisfaction with his services.
Personalized Approach and Effective Communication
Andrew's ability to produce a clear model of the client's financial future, presenting it in non-financial terms, has been commended. He also explains how simple changes can affect the model, providing valuable advice and guidance. Andrew's approach has given clients confidence in their financial future, alleviating worries and concerns.
Flexibility and Growth
Bob Evans, another satisfied client, has highlighted Andrew's ability to offer flexible use of funds and grow his wealth despite challenging market conditions. Andrew's expertise and knowledge have helped his clients achieve their financial goals.
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