The services we offer

Investments

We can help you choose where to invest your money and as we're independent, we can make recommendations from across the whole of the market.  Click here to find out more about our investment services.

Retirement

Pensions are, of course, designed to provide you with sufficient money to live comfortably after you have retired from work.  Making sure you get the correct advice could make a big difference to your retirement income.

Mortgages

Mortgages are the largest single transaction in most people's lives.  We can help you find the most suitable deal to match your needs.  Click here to find out more about our mortgage services.

Lifestyle Financial Planning

We help bring our clients face to face with the reality of what their future looks like. For some people this can be a joy, for others it can be a shock – but either way most people want to know the truth, so they can plan effectively.

Equity Release

Equity release may be a suitable way to relieve financial pressures. We can advise on how you can unlock trapped capital from your home.

What people think of Financial Solutions Wales

I would like to thank you and your company for the professional way in which you have handled my pension.This was completed much quicker than I expected and without any worry at my time of life.

Just dropping you a line to say many thanks for your prompt attention and assistance with my recent motor claim. Full settlement has now been received from the insurers – who, like yourself, have afforded us a superb service. We’ve become accustomed to the friendly and efficient services you provide with regard to our many property, motor and other business policies. This was never more welcome than after the trauma of my accident. Thank you again!

We, as a family, have been clients of Keith Phelps for many years and were delighted when Jeremy joined the firm. We have found him to be reliable and to have always worked in our best interests.

We are cautious investors and he has not tried to push us into risky investments. In fact we have ridden the storm of financial crises well, including the present one, with his sensible advice.

Jeremy thoroughly investigates any financial questions which we send and is always well informed when he delivers the answers.

He is prepared to explain financial solutions thoroughly and simply until we understand. We are impressed with his range of knowledge as he has to deal with investments, Trust business, financial planning for illness and pensions, for us.

He responds promptly to changing situations and is prepared to review our finances as required.

Finally, he is prepared to travel some distance to our home, to help us with our finances and this makes life a great deal easier for us. We have recommended the services of Jeremy and Keith to friends.

Mr. Evans, who received advice on the new pension freedoms:

Having completed over 40 years with [name of company withheld] and with a secure Company pension to look forward to in my forthcoming retirement I was bewildered and somewhat apprehensive at the prospect of exploring alternative options available under the new Pension Freedoms introduced by the Government.

The Press has been full of articles offering what seemed to me often conflicting advice. It was clear I needed to consult with an Independant highly qualified Chartered Advisor whom I could totally trust.

Since meeting with Jeremy in September 2014 he has guided me through a minefield providing the highest standards of bespoke professional advice with clear understanding of my expectations and aspirations. He has taken the pressure right off me and enabled me to find the optimum Pension solution that importantly I felt was right for me and also my family.

I use Aled for my buy to let as well as residential mortgages and have found the service second to none. I am more than happy to recommend his services to both colleagues and family, and will only be using Aled for financial advice in future.