Wealth Management Cardiff – Financial Solutions Wales Ltd
Wealth management specialist covering Cardiff and the surrounding areas. We make sure our clients make the right decisions today for a brighter tomorrow.
Aled Phillips BA (Hons) APFS MCSI
I am a Chartered Financial Planner which is the highest level of qualification in financial advice. I specialise in all aspects of wealth management including, investment advice, wealth preservation and accumulation, as well as inheritance tax and legacy planning. I also hold the highly regarded Private Client Investment and Advice (PCIAM) qualification from the Chartered Institute of Securities and Investment which is a high level, globally recognised qualification tailored to providing wealth management and private client advice to high net worth individuals.
I pride myself in delivering financial advice in plain English (or Welsh) and through use of a detailed financial plan my clients have a clear view of their finances both now and in future giving them financial freedom and peace of mind.
Wealth Management Cardiff, South Wales
Summary of Education
University of South Wales Bachelor’s Degree, Business Studies with Finance 2003 – 2006.
Chartered Institute for Securities and Investment Level 6 Private Client Investment Advice & Management, Wealth Management 2017 – Present.
Chartered Insurance Institute Advanced Dimploma in Financial Planning, Discretionary Investment Management, Financial Planning and Services.
ifs University College DipFA – Diploma for Financial Advisers, Financial Planning and Services, Level 4 Diploma.