Business Details
27 Years
experience
Your Trusted Chartered Financial Planners in Wales
Established in 1999, Financial Planning Wales is a chartered financial planning firm dedicated to providing independent, client-focused advice. Our team of qualified professionals specialises in creating tailored financial strategies for individuals and businesses across the UK. With offices in Cardiff and Newport, we prioritise long-term partnerships, combining technical expertise with a deep understanding of clients' personal financial goals. Our goals-based approach ensures clients receive actionable insights to navigate complex financial decisions.We maintain rigorous professional standards through continuous development and adherence to ethical codes. By offering both proactive partnership services and one-off consultancy solutions, we cater to diverse client needs while maintaining transparency and trust. Our commitment to education empowers clients to make informed decisions, avoiding common investment pitfalls. As an authorised and regulated firm, we uphold the highest industry standards to safeguard client interests.
Services
Financial Planning
Investment Management
Pension Planning
Tax Planning
Company Financial Advice
Details
- Year established: 1999
Highlights and features
- Chartered Financial Planners with 25+ years of experience
- Goals-based planning methodology for measurable outcomes
- Proactive wealth management with quarterly performance updates
- Transparent fixed-fee consultancy service options
- Ethical commitment to continuous professional development
Associations and certifications
- Chartered Financial Planners
- Financial Conduct Authority
What people say
Expertise
Approachable
Proactive guidance
Prompt research
Peace of mind
Services
Financial Planning Wales
Our comprehensive financial planning service creates tailored strategies aligned with personal goals. We analyse your current situation, identify opportunities, and develop actionable plans to optimise wealth growth while managing risks. Regular reviews ensure your strategy evolves with changing circumstances.
Investment Management
We design and monitor diversified investment portfolios matching your risk profile and objectives. Our approach combines market analysis with long-term strategic positioning to maximise returns while maintaining appropriate risk controls. Quarterly updates track performance against benchmarks.
Pension Planning
Specialised pension advice optimises retirement savings through tax-efficient structures. We assess current provisions, recommend enhancements, and ensure compliance with evolving regulations. Our goal is to secure sustainable income streams for your post-retirement years.
Tax Planning
Strategic tax planning minimises liabilities while maintaining compliance. We identify legitimate opportunities for tax savings across income, capital gains, and inheritance taxes through structured financial arrangements and investment vehicles.
Company Financial Advice
Tailored financial solutions for businesses address pension planning, investment of company funds, and protection strategies. We help directors optimise financial decisions while maintaining focus on core business operations through expert advisory services.
People
Andrew Chorley
Managing Director
Chartered Financial Planner with 25+ years' experience specialising in goals-based strategies. Recognised for combining technical expertise with emotional intelligence to create client-focused financial solutions that align with personal aspirations.
Questions
What financial services do you offer?
We provide financial planning, investment management, pension planning, tax efficiency strategies, and business financial advice tailored to UK individuals and companies.
Are you regulated by financial authorities?
Yes, we're authorised and regulated by the Financial Conduct Authority (Firm number: 190597) and hold Chartered Financial Planner status.
How do you charge for your services?
We offer both fixed-fee consultancy services and ongoing partnership arrangements with transparent pricing agreed upfront based on service complexity.
What areas do you cover?
While based in Cardiff and Newport, we serve clients throughout the UK with both in-person and remote advisory options available.
How do you ensure client security?
We never hold client money and implement strict verification processes. All communications are monitored for fraud, with calls recorded for security and quality assurance.
What is goals-based financial planning?
This approach focuses on measurable financial objectives, creating tailored strategies to achieve specific life goals while maintaining flexibility for changing circumstances.
Reviews (1)
Paul Cheadle
Jun 14, 2021
Report
In 2014 I was looking for an independent financial adviser to manage investments and pension pots. Being within 10 years of retirement I did not want to take significant risks or "chase the money". I met with a number of advisers and felt most comfortable with Financial Planning Wales, both the people and their sound approach. FPW's advice has always focused on reviewing and delivering my objectives while providing a level of insight that works for me - enough so that I understand without being overwhelmed by data.
I have an excellent relationship with my adviser who is professional, understands my needs, responds promptly and clearly to questions and has provided a high quality service, often going beyond my expectations. FPW's advice has consistently met my financial objectives, maximised my assets and provided me with confidence for my financial future.
I have an excellent relationship with my adviser who is professional, understands my needs, responds promptly and clearly to questions and has provided a high quality service, often going beyond my expectations. FPW's advice has consistently met my financial objectives, maximised my assets and provided me with confidence for my financial future.
