Business Details
Financial Planning Wales has operated since 1999, making us one of the oldest chartered financial planning firms in Wales. Our team consists of Chartered Financial Planners, each holding FCSI and FPFS qualifications and committed to continuous professional development. We are authorised and regulated by the Financial Conduct Authority, with firm number 190597, ensuring rigorous compliance and client protection. Our approach is independent and wellresearched, giving clients objective advice free from conflicts of interest. We specialise in longterm wealth creation, combining tax efficiency, investment strategy and risk management. Our clients include individuals, families and businesses across the UK, all of whom benefit from tailored, evidencebased solutions.
We invest our time and expertise in each partnership, offering full transparency and regular progress updates. Our professional code of ethics drives honesty, integrity and a commitment to client success. We never hold client money, ensuring complete financial independence and safeguarding client assets. Our offices in Cardiff and Newport provide local access while we serve nationwide through digital platforms. We are proud of our track record, having helped over 2,000 clients achieve their financial aspirations.
We invest our time and expertise in each partnership, offering full transparency and regular progress updates. Our professional code of ethics drives honesty, integrity and a commitment to client success. We never hold client money, ensuring complete financial independence and safeguarding client assets. Our offices in Cardiff and Newport provide local access while we serve nationwide through digital platforms. We are proud of our track record, having helped over 2,000 clients achieve their financial aspirations.
Highlights and features
- We are authorised by the FCA with firm number 190597.
- We hold Chartered status as a Financial Planner.
- We provide independent, wellresearched advice to UK individuals and companies.
- Our team has 25+ years of experience in wealth management.
- We never hold client money, ensuring complete transparency.
Services
Financial Planning Wales
Financial Planning Wales delivers a structured, longterm strategy for individuals and companies, combining tax efficiency, investment guidance and risk management. Our Chartered advisors tailor plans to clients life stages, ensuring goals are realistic and achievable. Clients gain clearer insight, confidence, and measurable growth in their wealth.
Investment Planning
Investment Planning focuses on asset allocation, portfolio construction and ongoing monitoring to maximise returns while managing risk. Targeted at professionals, business owners and highnetworth individuals, the service aligns investment choices with financial objectives and time horizons. Clients experience disciplined growth, reduced volatility and a clear path to retirement.
Wealth Management
Wealth Management provides holistic oversight of assets, liabilities, and cash flow, integrating estate planning, tax optimisation and succession strategies. Ideal for families and entrepreneurs, the service ensures wealth preservation and legacy creation across generations. Clients achieve peace of mind, tax efficiency and a resilient financial future.
