Vale Independent Financial Advisers are an established private Independent Financial Planning and Wealth Management firm based in South Wales.
Our highly experienced and knowledgeable Independent Financial Advisers can provide private and business clients with unbiased and impartial advice locally and nationally.
It’s never too early to start thinking about packing up and taking off the live the dream. All it takes is a plan.LEARN MORE
Inheritance tax (IHT) and estate planning can be complicated, and everyone wants to pass on as much to their loved ones as they possibly can.LEARN MORE
When you have identified your objectives you then look for the savings or investment vehicle to meet these objectives.LEARN MORE
Choice is good. When buying a property, whether for yourself or as an investment, choice ensures you get the best deal.LEARN MORE
Life insurance is an affordable way to protect your family’s lifestyle and give them a secure future if you’re no longer around.LEARN MORE
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.