Jeremy is a Chartered Financial Planner, provider of independent financial advice, with over 20 years experience.
His firm, Financial Solutions Wales, based in Llanelli, was established in 2005 and provides unbiased, independent financial advice to clients in the South-West Wales area.
It is Jeremy’s priority to offer a customer driven, professional service that takes account of your individual financial planning needs. Your financial position is unique, and Jeremy will take time to understand your needs, and agree with you how you will work together. Jeremy will carry out a detailed assessment of your objectives and make financial recommendations based on your preferences and priorities. The aim is to offer financial solutions that will generate you and your family more wealth.
Advice is offered to both corporate and individual clients on all aspects of financial planning. Advice offered:
- Retirement solutions
- Investments and savings plans
- Inheritance Tax and Estate Planning
- Pension planning
- Life cover
- Income protection and Critical Illness plans
Jeremy believes in building strong relationships to help you realise your financial goals through high quality advice and impeccable customer service. At Jeremy’s firm Financial Solutions Wales, a strong administration and support team is in place to ensure that your ongoing requirements are met.
Jeremy has a wealth of experience in offering financial solutions to his client’s needs, having spent 20 years providing financial advice.
Jeremy is an Independent Financial Adviser, married father of one, devout rugby supporter.