Aled Wyn
I Planning Wealth Management Ltd
Minimum savings/pensions: Over £100,000
Minimum mortgage: Any amount
0330 038 8939
Based in Ammanford
View locationChecks carried out by VouchedFor
FCA Regulated
Aled and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 18 March 2025
Aled and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Aled has not received any client reviews in the past 12 months
Aled has not received any reviews in the last 12 months
Aled has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 01 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Aled has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Aled has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Aled has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Aled has provided information on their typical fees
Aled has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Positive First Impressions
57% of VouchedFor users have had a positive (4 or 5 star) first experience with Aled (based on 7 first impressions)
57% of users who are not yet clients had a positive first experience with Aled
57% of VouchedFor users have had a positive (4 or 5 star) first experience with Aled (based on 7 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Aled and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 18 March 2025
Aled and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Aled has not received any client reviews in the past 12 months
Aled has not received any reviews in the last 12 months
Aled has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 01 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Aled has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Aled has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Aled has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Aled has provided information on their typical fees
Aled has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Positive First Impressions
57% of VouchedFor users have had a positive (4 or 5 star) first experience with Aled (based on 7 first impressions)
57% of users who are not yet clients had a positive first experience with Aled
57% of VouchedFor users have had a positive (4 or 5 star) first experience with Aled (based on 7 first impressions)
Chartered Financial Planner. Doctor of Applied Mathematics. I love my wife, my 4 kids and my job. I specialize in: - Retirement Planning: I help people who are near or approaching retirement work out whether or not they can afford to retire. I can often show people how they can retire years earlier than they hoped. - Investment Planning: I help people grow their wealth to achieve a certain goal, counteract the effect of inflation, or to maximise their options in the future. - Inheritance Tax Planning: I show people how they can increase the amount of wealth they will pass on to their loved ones when they die. Nobody wants to leave their family with an unexpected tax bill when they die. - Trust investments I help trustees fulfill their duties and manage trust investments.
Offers available through VouchedFor
Contact Aled through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Aled's clients
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