Our team

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.

Chartered Financial Planning

It's true to say that when you are dealing with finance, you'd like to know your adviser is a professional.

At Financial Solutions Wales, we are pleased to say that Jeremy Phelps holds the title of Chartered Financial Planner. Jeremy has over 20 years experience of working in Financial Services, having worked for Financial Solutions Wales since 2008.

Chartered Status is deemed the ‘gold standard' for financial planners, here's a quote from the Personal Finance Society's leaflet on Chartered Financial Planners:

You have now reached the pinnacle of your profession and gained qualifications that will set you apart from your competitors. Only those who maintain the high standards and keep their knowledge and skills up to date can enjoy Chartered status year after year.

Trading Since

2005