Aled Wyn

Aled Wyn

I Planning Wealth Management Ltd

Minimum savings/pensions: Over £100,000

Minimum mortgage: Any amount

0330 038 8939
Based in Ammanford
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Verified since: January, 2017
4.8 out of 5

39 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 18 February 2026

    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 reviews in the last 12 months

    Aled has not received any client reviews in the past 12 months

  • Independent Financial Adviser

    Last checked: 04 November 2025

    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.

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  • Positive 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.