Vale Independent Financial Advisers
Our focus is to work with clients to help them identify their dreams and goals, and then partner with them to understand the financial implications of the life decisions they make.
All financial advisers in our team are committed to serving our clients as unique partners, requiring individual solutions and well thought out strategies to empower them to make their own decisions. Above all else,
We value the relationships and trust that we build.
We provide a straight forward jargon free service. We believe financial planning can be overcomplicated, however, our objective is to offer practical, logical and understandable solutions underpinned by an efficient administration system. We always deliver our promises and will not promise that which we cannot deliver.
We work on fees, commissions or a combination of both. This is agreed after our initial meeting, for which there is no charge, when we will assess whether we can provide a solution suitable to your needs. This is your choice on how you wish to do business with us.
We ensure that we provide regular reviews of your situation. This is to ensure that your financial plans are still meeting your aspirations. We will always agree a level of service and timescale for reviews with yourself at the outset to ensure that your financial requirements are firmly placed first.
Our website contains information on our main areas of financial advice with our existing clients, but it’s not a definitive guide to all our financial services and areas of advice that we provide.
Vale Independent Financial Advisers Ltd are an established private independent financial planning and wealth management business with offices in Talbot Green, Wales. Our experienced independent financial advisers provide private and businesses clients with unbiased and impartial financial advice locally and nationally.
We are completely independent and have no ties with any insurance companies, investment houses or product providers. Being truly independent with no bias, enables us to focus on client service utilising products and services from the whole of the market; NOT just a chosen few.
Our independent financial advisers are established professionals who are highly qualified and skilled in their particular area of expertise. They operate in line with our client promise focussing on client relationships and the quality of advice in the short, medium and long term.