Ideal Financial Planning - About Us

We have been providing Financial Planning services to clients across South Wales and the UK from offices just outside Caerphilly since 2004.

Our clients include people from all walks of life, from Corporate Companies, Company Directors, Tradesmen too Families, Parents, Sons, daughters looking for the first property to starting a pension or regular savings and Retired couples, From the cradle to the grave. The majority having been referred to us from other clients. The one thing they have in common is that we always provide our Ideal Promise that is tailored to their own personal circumstances.

Andy Parry, Managing Director of Ideal Financial Planning Limited has been a financial adviser since 1991, and has obtained Full Financial Planning certificate (FPC) and Certificate of Mortgage advice & planning (CeMap) and (CeRER) for equity release.

All our clients receive service based on our Ideal Promise outlined below.

We will endeavour to explain the service that we provide.
The true cost, benefits and consequnces of any product
or service you buy from us.

We will ask a number of questions that will enable us to
fully understand your circumstances, needs and budget.

Your personal information will always be treated in the
strictest confidence.

We will strive to make strong relationships with product
and service providers to ensure they mirror our
commitment to you.

We will always explain paperwork to you in a way you
understand and support our advice with timely, easy to
comprehend documentation

We will aim to ensure that you're encouraged to purchase
the right product or service to meet your short and long
term needs.

On occasions that we feel it is appropiate for us to change
a fee for our services we promise that it will be reasonable
and justyifiable.

We will always attempt to give you the best advice ~ even if
it means losing your business to a competitor.

All of our staff will be professional and courteous to you ~
even if they are not directly involved in your business.

If you are unhappy with the service we provide we will take
your complaint seriously and attempt to resolve the matter
to your complete satisfaction.

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Ideal Financial Planning Limited are appointed representatives of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, who are authorised and regulated by the Financial Services Authority. Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited are entered on the FSA Register (www.fsa.gov.uk/register/) under reference 440703 and 440718. The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

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