Inspiring Financial Planning at the Financial Planning Practice Ltd.
We are an Independent Financial Planning Practice which has been established since 2003.
Our mission is to help inspire our clients to gain a fresh perspective on their Wealth Management by simplifying their finances and achieving their financial goals.
We have a fully qualified adviser, who along with our paraplanner, make a dedicated team offering a wide range of financial solutions to suit your individual needs.
Our offices are based in Llanelli and within easy walking distance from the town centre. We also offer home visits, with prior arrangement, for clients who are unable to travel.
As financial planners we will come alongside you in a friendly and professional manner to assist you in taking control of your finances and help create a bespoke financial plan for your future requirements.
As our client you will be central to the financial planning process with the peace of mind that we, as a practice, are committed to your financial future.
Financial planning is a journey throughout your life stages and an on-going natural process with many planning opportunities requiring regular review meetings.
Dreams, hopes and expectations are explored in an objective and impartial atmosphere to enable you to gain clarity of what is important for you.
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The Financial Planning Practice Ltd is authorised and regulated by the Financial Conduct Authority.
FSA Number 223388. Company Registered Address: 21 Murray Street, Llanelli, Carmarthenshire, SA15 1AQ. Company Number: 04678278. Registered in Wales