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Meet the team

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Geoff Pengilley

Geoff Pengilley AwPETR Chartered ALIBF

Chartered Financial Adviser

Geoff has been a Financial Adviser since 2006 and joined Vale Independent Financial Advisers from the Co-operative Insurance Society in 2008. Previous to this Geoff worked in Cardiff as a Legal Analyst. Geoff is married with a son, Noah and lives in the Vale of Glamorgan, spending his spare time playing Golf.

Qualifications: Level 6 Diploma in Financial Advice (Adv DipFA®) , Certificate in Long Term Care and Later Life Planning (CertLTCP), Award in Pension Transfers (AwPETR), Diploma for Financial Advisers (DipFA), Certificate in Mortgage Advice and Practice (CeMAP®).

Paul Edwards (Dip PFS) - Director

Paul Edwards

(Dip PFS) - Director

Joseph Nash BSc (Hons) APFS - Chartered Financial Planner

Joseph Nash

BSc (Hons) FPFS - Director & Chartered Financial Planner

Andrew Nash

Andrew Nash

(Dip PFS) - Financial Adviser

Oliver Harris (AFPS) - Financial Planner

Oliver Harris

(AFPS) - Chartered Financial Planner

Geoff Pengilley (AWPETR Chartered ALIBF) - Financial Adviser

Geoff Pengilley

(AWPETR Chartered ALIBF) - Financial Adviser

Jon Perry (Dip FA) - Financial Adviser

Jon Perry

(Dip FA) - Financial Adviser

Ian Chiplin (Dip FA) - Financial Adviser

Ian Chiplin

(Dip FA) - Financial Adviser

Paul Edgeworth (Dip PFS) - Financial Adviser

Paul Edgeworth

(Dip PFS) - Financial Adviser

Jonathan Webber (Dip FA) - Financial Adviser

Jonathan Webber

(Dip FA) - Financial Adviser

Angharad Thomas - Administrator

Angharad Thomas

Administrator

Emma Grant - Administrator

Emma Grant

Administrator

Owain Thorngate

(Adv CeMAP CeRER) - Mortgage Advisor

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Vale Independent Financial Advisers Limited are authorised and regulated by the Financial Conduct Authority (FCA no. 491461). For further information please see more.