Jeremy Phelps FPFS
Jeremy Phelps FPFS
Thanks for visiting my about.me page.
I'm a Director at Financial Solutions Wales Ltd, one of Llanelli’s leading providers of Independent Financial Advice.
I am an experienced independent financial adviser (IFA). The Chartered Insurance Institute (CII) and Personal Finance Society (PFS) have awarded me the prestigious ‘Chartered Financial Planner’ title
I have also been a Fellow of the Personal Finance Society since 2013.
I have been in the financial advice profession since 1990. I have spent my entire working life in financial services.
My clients include individuals, trustees and business owners. I am available to consult with employers on pension and protection benefits for employees and business owners.
I hold the Advanced Diploma in Financial Planning.The Advanced Diploma in Financial Planning enables professional advisers to develop their specialist planning capabilities, providing clear differentiation from the main body of advisers).
Please telephone me on 01554 770022 or send an email to:
Our first exploratory meeting will be of no charge, where we can discuss your needs and agree whether you would benefit from professional independent financial advice.