We never plan to fail but we continually fail to plan - Welcome to The Financial Planning Practice.

Established in 2003, the Llanelli base company aims to deliver advise in a warm, friendly and professional manner. The two fully qualified and highly experienced independent financial advisers have both been in the financial services industry for many years and can converse on a wide range of Financial Planning topics;

• Investment Planning (Lump Sum and Regular Savings)
• Inheritance Tax Planning
• Retirement Planning
• Mortgage Advice
• Protection Planning (Life Cover and Critical Illness)
• Equity Release, Lifetime Mortgages and Home Reversion Plans
• Long Term Care Advice

Mr Geraint Jones or Mrs Julia Constable-Jones are happy to arrange a free initial meeting, when and where is convenient to you, with no obligation to proceed.  Please contact our office for further details and to book an appointment.