Our three different service options allow you to choose a cost effective solution to meet your own needs and requirements – you can also switch between them if your circumstance change. For a short presentation on our Financial Planning and Investment Process ..

please see Financial Planning Wales Investment Process Jul 2014

Working Partnership

This represents our highest level of service and offers proactive financial and investment advice for those seeking the benefits of bespoke long term planning. The objective is not only to ensure that your wealth is appropriately managed but also to increase your understanding of the complex financial world that we live in, giving clients the confidence to take control of their finances.

  • Benefits coming soon!
  • And more.

Regular contact between us will help ensure targets are achieved and you will be able to keep track of performance through quarterly valuations and updates. An adviser will be available for meetings and telephone discussions regarding all aspects of your financial position; whether its to obtain more detail on investment strategy or to provide a “sounding board” for an idea you may have that has financial implications one of us will be on hand to help.


This service has a number of the features of our working partnership service, however we understand that clients may prefer a more passive approach with less frequent involvement. Typically this type of service is utilised by clients just starting to invest, perhaps with a relatively small amount of capital or looking to make regular savings over a longer term investment horizon.

Our financial and investment planning solutions can be monitored and discussed at an annual meeting along with an annual report. Additional advice or meetings can be provided  at a fixed cost or charged on an hourly basis.


If you are looking for advice on a specific area on a one off basis our consultancy service may offer the appropriate solution. Our wealth of financial and investment experience can be accessed for a fixed fee that is agreed at the outset; from reviewing existing arrangements to providing answers to your protection needs we are able to provide high quality professional advice at competitive rates.

Contact Us

Call us on 02920 641 188 to hear more about how we could work together

  • Quality

    Authorised and Regulated by the Financial Services Authority.

    We may record or monitor phone calls for training and quality purposes.
  • We are Chartered

    chartered financial planners
  • Contact

    Financial Planning (Wales) Ltd
    62 Cathedral Road
    Cardiff, CF11 9LL

    Tel 02920 641 188
    Fax 02920 641 199