Jeremy Phelps
Chartered Financial Planner @Financial Solutions Wales Ltd
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WORK HISTORY
Chartered Financial Planner @Financial Solutions Wales Ltd
Independent Financial Adviser (IFA), having achieved Chartered Financial Planner status, with over 20 years experience of personal financial planning, offering advice on pre and post retirement planning, tax planning, trusts, savings and investments, inheritance tax (IHT), life protection, wealth management etc. I have been awarded with the Fellowship of the Personal Finance Society, which is the highest qualification awarded by the CII.Specialist in pension advice, including at-retirement options, pension transfers and opt-out options offered through employers.
EDUCATION
Chartered Insurance Institute
FPFS - Fellow of the Personal Finance Society, Personal Finance
ABOUT JEREMY PHELPS
I’m a Chartered Financial Planner, husband to Helen, father to Jamie. I share a passion for all financial issues. I\'m a regular commentator in the Financial Adviser newspaper, and have been recently featured as the main feature within CityWire\'s New Model Adviser magazine. I have been a regular contributor to articles on retirement issues. I\'ve been a provider of financial advice since 1990, my experience covering both personal and corporate financial planning. My main clients are those who are at, or near retirement. I have a great deal of experience in providing advice on retirement options, creating and preserving wealth for future generations. Areas I advise on often are: Pension Transfers and Opt-Outs (G60/AF3 qualified) Options at retirement. Saving for retirement. Investment Planning and wealth management Trusts Academically, my greatest achievement is to have been awarded a Fellowship with the Personal Finance Society. I believe that financial planning should be understood and that advice provided is always unique to your circumstances.
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