Llanelli Financial Adviser achieves Chartered Status

The Chartered Insurance Institute (CII) has awarded the prestigious ‘Chartered Financial Planner’ title to Jeremy Phelps, director of Financial Solutions Wales Ltd, one of Llanelli’s leading providers of financial advice.

Chartered status is an exclusive title only awarded to individuals which meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII’s Code of Ethics, reinforcing the highest standards of professional practice in their business dealings.

Financial Solutions Wales Ltd specialises in providing advice on all types of investments, pensions and life assurance for individuals and businesses. The firm also acts as a mortgage and insurance broker.

Jeremy Phelps, director, who holds the individual Chartered Financial Planner title, says that securing Chartered Financial Planner status is a landmark event, personally and for his company: “We have always prided ourselves on being thoroughly professional in everything we do, and to receive external recognition in this way is very gratifying. As a Chartered Financial Planner, I can signal my commitment to the highest levels of service to our customers.”

To date, just over 2000 Individuals have achieved Chartered status, indicating that this is a highly exclusive award reserved for the leading financial planners within the financial advice market.

For further information, contact Jeremy Phelps on: 01554 770022′