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Our two main 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.

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.

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 it’s 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.

Goals based financial planning

Working Partnership clients can also opt to follow a Goals Based Strategy that aims to deal with dilemma demonstrated by Alice in Wonderland:

“Would you tell me, please, which way I ought to go from here?”
“That depends a good deal on where you want to get.” said the Cat.
“I don’t much care where.” said Alice.
“Then it doesn’t much matter which way you go.” said the Cat.
Lewis Carroll

Research tells us that the vast majority of people do not set themselves goals, whether it be out of fear, lack of know-how or lack of encouragement. Setting goals can help all of us, increasing self-confidence and our peace of mind as we continue on the path that we have set ourselves. Clearly defined goals and objectives are also measurable, we can gauge success or failure and make adjustments to get back on the right road.

Financial Planning Wales will work with you to identify your goals, objectives and dreams and devise strategies to help you try and achieve these aims. We will demonstrate how to apply simple solutions to complex problems; using a common language that avoids financial jargon and technicalities acting as a “financial interpreter” we hope to help improve your knowledge and understanding of your finances and how they work.


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.

EST. 1999