Who We Are

Based in Cathedral road close to the centre of Cardiff we deal with clients across the UK . Our team has a wide range of skills and years of experience to help ensure that we deliver on our promise to you.

Integral to our success has been the drive of our staff to improve themselves and our service proposition through professional qualifications and innovative thinking – all backed up with a sound belief in common sense.

Andrew Chorley CFP, FPFS, IMC, FCSI, Chartered Financial Planner, Chartered Wealth Manager, Managing Director (Joined 1999)

As one of the few professionals to be awarded Chartered Status as a Financial Planner and Investment Manager Andrew brings a unique skill set to our Company. A strong believer that financial and investment planning is not just about technicalities and cold hard facts he recognises the emotional investment individuals and families attach to their finances and future. “.With a young family of his own Andrew has a real life understanding of the financial dilemmas of modern life.

Visit Andrew on LinkedIn Follow Andrew on Twitter @FPWalesAndrew

  andrew@financialplanningwales.co.uk


Alan Coombs Cert PFS Chairman & Founder

After working initially with GA and then Sun Alliance Alan became an IFA in the late 1980’s practising as a successful sole trader for many years before forming Financial Planning Wales Ltd in 1999.

Over the years Alan has built the well respected reputation which remains the foundation of Financial Planning Wales Ltd. His wealth of experience and personal integrity still guides the principles of the company today.

  alan@financialplanningwales.co.uk


Jon Chorley Dip PFS, Chartered MSCI, Financial Adviser

(Joined 2007)Since joining Financial Planning Wales in 2007 Jonathan has developed into an extremely capable Paraplanner who is integral to the smooth running of our business model. Over the last eighteen months Jonathan has completed the five examinations of the Certificate in Financial Planning the FSA qualification requirement to provide Financial Advice and is now hoping to reach Diploma level through advanced qualifications. We are sure that he will continue his progress and develop into an excellent Independent Financial Adviser.

Visit Jonathan on LinkedIn Follow Jon on Twitter @FPWalesJon

    john@financialplanningwales.co.uk

Contact Us

Call us today on 02920 641 188 for a relaxed chat about your needs

 
  • 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
    Email adviser@fpwifa.com