At Financial Solutions Wales, we take pride in ensuring all of our staff are trained to the highest standards.
We like to work together as a team, collaborating on projects to ensure that our clients receive advice at the highest level of expertise.
Learn more about our team here.
Jeremy Phelps FPFS Certs CII (MP&ER)
Chartered Financial Planner
Jeremy joined the firm in 2008 and is a Chartered Financial Planner. Jeremy has also been awarded Fellowship by the Personal Finance Society. Jeremy specialises in Investments, pre and post retirement planning, trusts, and IHT planning. Jeremy has over 25 years of experience in providing financial advice.
Jeremy has recently passed the Chartered Insurance Institute’s Pension Update Programme examination. The CII Pensions Update Programme allows financial planners to keep up to speed with the new pension freedoms.
Jeremy previously worked in wealth management, as a Private Banking Manager with RBS, looking after high net worth clients in South West England and Wales.
View Jeremy’s Statement of Professional Standing
Contact Jeremy on 01554 770022, or email firstname.lastname@example.org
Keith Phelps DipFA
Independent Financial Adviser
Keith established the firm along with Mark Lloyd in 2005. Keith has been providing independent financial advice since 2001 and holds the Diploma in Financial Advice, awarded by the Institute of Financial Services. Keith specialises in pre and post retirement planning, trusts, IHT planning and Investments. Keith has 30 years experience in providing financial advice.
He previously worked as a Regional Manager for Pearl Assurance, establishing great client relationships throughout South Wales, with both personal customers and professional solicitors and accountants.
View Keith’s Statement of Professional Standing
Contact Keith on 01554 770022, or email email@example.com
Mark Lloyd FPC CeMAP
Head of Mortgage Advice
Mark established the firm along with Keith Phelps in 2005. Mark specialises in all types of mortgages and protection plans, such as life cover and income protection Mark has 23 years experience in providing financial advice.
Mark has been arranging home loans for decades and is suitably qualified to find the right mortgage given your circumstances.
Contact Mark on 01554 770022, or email firstname.lastname@example.org
David Perkins DipCII, Certs CII (MP&ER)
Independent Financial Adviser
David joined Financial Solutions Wales in 2013, after a long and successful career at HSBC bank. David has been working in financial services since 1974.
David joined our firm to help us expand into West Wales. David covers Carmarthenshire and Pembrokeshire and is a fluent Welsh speaker.
View David’s Statement of Professional Standing
Contact David on 07769 538067, or email email@example.com
Paraplanner (in training)
Ryan joined Financial Solutions Wales in March 2017 as a Trainee and is our youngest employee. Ryan approached us seeking a career in the Financial Industry and is currently working towards ‘The London Institute of Banking and Finance’s Level 4 Diploma for Financial Advisers’ which he will be finishing soon.
With the support of Financial Solutions Wales, Ryan is working closely with Jeremy Phelps and is inspiring to be a Paraplanner before progressing to an IFA later in his career.
Contact Ryan on 01554 770022, or email firstname.lastname@example.org