BPU Financial Solutions Ltd

BPU Financial Solutions Ltd is a firm of Independent Financial Advisers with offices in Cardiff and the Vale of Glamorgan.

Andy Miller

Founded by the Directors at BPU Chartered Accountants and Independent Financial Adviser Ian Sinclair, the firm provides tax and financial planning solutions for both corporate and individual clients.

Our main objectives are to help our clients protect their assets, increase their wealth and pay less tax now and in the future. Our experienced and qualified advisers do this by providing the most up to date and innovative financial advice available in the market place. BPU Financial Solutions and BPU Chartered Accountants bring “joined up thinking” to Financial Planning and Tax Planning in one solution.

The firm is offering an initial review to clients with a view to:

  • Assessing your objectives and goals
  • Discussion of existing plans and investments
  • Considering “What if” scenarios to cover possible outcomes

An example of the tools we use to help you achieve your goals could be, but not limited to:

  • Savings and Investments (Onshore & Offshore) - click here to view our Guide to Investing
  • Pensions (Personal and Group schemes)
  • Partnership, Director and Employee Benefits
  • Personal and Business Protection (Life & Healthcare)
  • Estate and Inheritance Tax planning
  • Trust Advice

Working in association with the Directors and tax experts at BPU Chartered Accountants, BPU Financial Solutions Ltd prides itself on building long term relationships with our clients by offering excellent customer service and providing truly independent advice.

BPU Financial Solutions Ltd is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

If you would like to speak to one of our advisers, please call 029 20734100 or email Ian ians@bpufinancialsolutions.co.uk

The FCA do not regulate tax and estate planning.

The value of investments and the income from them can go down. You may not get back the original amount invested.

A pension is a long term investment the fund value may fluctuate and can go down.Your eventual income may depend upon the size of the fund at retirement,future interest rates and tax legislation.

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BPU Chartered Accountants is the trading name of BPU Ltd Company number 3723948 registered in Wales. Registered to carry on audit work in the UK and regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales.

BPU Financial Solutions Ltd is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority. ValidPath Limited is entered on the Financial Services register (www.fca.org.uk/register) under reference 197107.

BPU Accountants, Radnor House, Greenwood Close, Cardiff Gate Business Park, Cardiff CF23 8AA
BPU Accountants, The Counting House, Pound Field, Llantwit Major, Vale of Glamorgan CF61 1DL