Financial Planning

At Financial Planning Wales, we are a team of experienced and qualified financial planners who are dedicated to providing our clients with expert advice and guidance to help them achieve their financial goals. We are one of the few chartered financial planners in Wales, which means you can trust our professional, well-researched, and independent financial advice.

As a client of Financial Planning Wales, you can expect a comprehensive approach to financial planning that takes into account your unique circumstances, goals, and aspirations. Our team of experts will work closely with you to understand your financial position, identify areas for improvement, and develop a tailored plan to help you achieve your financial objectives.

Our Services

At Financial Planning Wales, we offer a wide range of financial planning and investment services to individuals, companies, and families. Our services include:

• Investment Planning: We provide expert investment advice and guidance to help you achieve your long-term financial goals.
• Financial Planning: We help you create a comprehensive financial plan that takes into account your income, expenses, assets, and liabilities.
• Pension Planning: We offer expert guidance on pension planning and retirement options to help you plan for a secure financial future.
• Business Financial Planning: We provide financial planning and advice to businesses, helping them make informed decisions about their financial management and investments.

Our Expertise

Our team of experts at Financial Planning Wales has many years of experience in the financial planning and investment industry. Our team includes Chartered Financial Planners, Certified Financial Planners, and experienced investment professionals who are committed to providing expert advice and guidance to our clients.

Our Values

At Financial Planning Wales, we are committed to providing our clients with the highest level of service and expertise. Our values include:

• Independent Advice: We provide independent financial advice that is tailored to your individual needs and circumstances.
• Professionalism: We are committed to providing professional and courteous service to our clients.
• Transparency: We believe in transparency in all our dealings and keep our clients fully informed about their financial situation and options.
• Long-term Approach: We take a long-term approach to financial planning, focusing on helping our clients achieve their long-term financial goals.

Our Team

At Financial Planning Wales, we pride ourselves on being a team of experienced and qualified professionals who are committed to providing expert advice and guidance to our clients. Our team includes:

• Andrew Chorley: Chartered Financial Planner and Investment Manager, who brings a unique skill set to our company.
• Other Team Members: Our team includes experienced financial planners, investment professionals, and other experts who are committed to providing expert advice and guidance to our clients.