Our people

Jeremy Phelps APFS (Director) joined the firm in 2008, and is a Chartered Financial Planner, awarded by the Personal Finance Society.  Jeremy specialises in Investments, pre and post retirement planning, trusts, and IHT planning.  Jeremy has over 20 years experience in providing financial advice.

 

He previously worked in wealth management, as a Private Banking Manager with RBS, looking after high net worth clients in South West England and Wales.

 

 

 

Keith Phelps DipFA (Director) (Independent Financial Adviser) established the firm along with Mark Lloyd in 2005.  Keith holds the Diploma in Financial Advice, awarded by the Institute of Financial Services.  Keith specialises in pre and post retirement planning, trusts, IHT planning and Investments.  Keith has 30 years experience in providing financial advice.

 

He previously worked as a Regional Manager for Pearl Assurance, establishing great client relationships throughout South Wales, with both personal customers and professional solicitors and accountants.

 

Mark Lloyd FPC CeMAP (Director) (Mortgage Broker) established the firm along with Keith Phelps in 2005. Mark specialises in all types of mortgages and protection plans, such as life cover and income protection Mark has 23 years experience in providing financial advice.

Mark has been arranging home loans for decades and is suitably qualified to find the right mortgage given your circumstances.

Adrian Hallett (Partner - FSW Insurance) became a Principal Partner in FSW Insurance with over 22 years experience as an insurance broker in both Personal and Commercial Insurance.

 

Adrian has previously managed insurance brokerages in Llanelli and the Swansea Valley.  His wealth of experience becomes paramount when providing advice on insurance products.  He is most often able to source the best value cover to suit your needs and has access to most of the major insurers.

Zuzana Williams, Office Manager, has been with Financial Solutions Wales from the day the company was formed.  Zuzana is from Slovakia, and has lived in UK for 12 years.   

 

Zuzana is currently studying for the Certificate in Paraplanning.

 

Zuzana's duties involve product research, diary management, liaising with product and investment providers and updating and using our back-office systems.

Financial Solutions Wales Ltd. is authorised and regulated by the Financial Services Authority.

Registered in England and Wales No. 5390216. Registered Office: First Floor, 2-4 Station Road, Llanelli, Carmarthenshire. SA15 1AB

FSA Firm Number: 445938


Financial Solutions Wales Insurance LLP is an appointed representative of Financial Solutions Wales Ltd. which is authorised and regulated by the Financial Services Authority.