Directors

Vale IFA Andrew Nash

Andrew Nash (Dip PFS) - Director

Andrew is a highly experienced adviser who has been in the financial advice industry since July 1989 when he started with the CIS. He then went on to gain further financial planning experience working as a Financial Adviser within the Co-operative bank. He set up Vale Independent Financial Advisers with fellow director Paul Edwards in October 2008 and also owns a Yorkshire Building Society Agency which they run from their head office at Talbot Green. Andrew lives in Llantrisant with his wife and two sons.

Qualifications: Diploma in Financial Planning, Mortgage Advice Qualification (MAQ)

Vale IFA Paul Edwards

Paul Edwards (Dip PFS) - Director

Paul has 15 years’ experience in financial services where he was employed as a financial adviser and Area Manager with a larger insurance company. Previous to this Paul worked at Chartered Trust Bank in Cardiff for 2 years. Paul set up Vale Independent Financial Advisers with fellow director Andrew Nash in October 2008 and is the company’s compliance officer. Paul lives in Barry with his two children and still enjoys playing football for a local team.

Pension Specialists

Vale IFA Oliver Harris

Oliver Harris (Dip PFS) - Financial Consultant

Oliver has been working with Vale Independent Financial Advisers since July 2015. Oliver has worked in the industry for over 10 years. He started his career as a Paraplanner whereby he gained valuable experience and detailed product knowledge. He is pension transfer specialist and a valuable member of the team. In his spare time Oliver takes part in Triathlons and has recently completed an Ironman. Oliver is married and has two daughters and a son.

Qualifications: BSc Economics Pension Planning (AF3), Financial Planning (AF5), Diploma in Financial Planning, Certificate in Equity Release, Certificate in Mortgage Advice, Certificate in Lifetime Mortgage Advice, Certificate in Long Term Care Insurance.

Vale IFA Geoff Pengilley

Geoff Pengilley (Dip FA & AwPETR) - Financial Consultant

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 recently married and lives in Cardiff, spending his spare time playing golf.

Qualifications: Diploma for Financial Advisers, Certificate in Mortgage Advice and Practice

Financial Advisors

 Vale IFA Jon Perry

Jon Perry (Dip FA) - Financial Consultant

Jon has been a Financial Adviser since 1991 and has worked for a large insurance company and a major bank. He joined Vale IFA in March 2014. Jon is married with four daughters and lives in North Cornelly. When he is not working he enjoys walking his dog and watching most sports.

Qualifications: Diploma for Financial Advisers

Vale IFA Ian Chiplin

Ian Chiplin (Dip FA) - Financial Consultant

Ian has been with Vale Independent Financial Advisers for four years. He previously had 18 successful years with the Co-operative Insurance Society, which included working in the Co-operative Bank in Newport, Cwmbran, and Pontypool branches. Ian is a keen sportsman and regularly plays football, tennis, and badminton. He has lived in Rogerstone, Newport for the past 14 years with his wife. He has two daughters, two stepsons, and two grandchildren.

Qualifications: Diploma for Financial Advisers, Mortgage Advice Qualification (MAQ)

Vale IFA Paul Edgeworth

Paul Edgeworth (Dip PFS) - Financial Consultant

Paul initially started his career in banking prior to what seemed a natural progression into Financial Planning when joining the Co-operative Insurance Society in 1995. Paul moved from tied advice to whole of market advice when joining Monmouthshire Independent Financial Advisers in January 2007, later bringing his knowledge and skills to Vale Independent Financial Advisers in 2011. Paul has over 20 years’ experience in providing quality financial advice and always strives to offer personable service, quickly building up a trust and rapport with both clients and other professional contacts alike. He and his wife Heather, have two sons and three young grandsons. In his spare time, Paul enjoys cycling and tennis and likes to attend the occasional horse race meeting, football or rugby event.

Qualifications: Diploma in Financial Planning, Mortgage Advice Qualification (MAQ), Award in Long Term Care Insurance

 Vale IFA Jonahtan Webber

Jonathan Webber (Dip FA) - Financial Consultant

Jonathan has been with Vale Independent Financial Advisers since November 2011. He previously had 19 successful years with the Co-operative Insurance Society, which included working in the Co-operative Bank in Cardiff, Newport, Cwmbran, and Pontypool branches. Jonathan lives in Cardiff with his wife and two daughters and enjoys cycling, 5-a-side football and his touring caravan.

Qualifications: Diploma for Financial Advisers, Mortgage Advice Qualification (MAQ)

Vale IFA Joesph Nash

Joseph Nash BSc ( Hons ) Dip.PFS - Financial Consultant

Joseph joined Vale Independent Financial Advisers in April 2019. Since graduating from the University of South Wales with a Finance & Investment degree in 2015, Joseph has held support roles in the Financial Services sector whereby he gained valuable knowledge and experience. In his spare time, Joseph enjoys playing 5 a side Football, going to the Gym and spending time with friends.
 

Qualifications: BSc (Hons) Finance & Investment, Diploma in Regulated Financial Planning, Certificate in Mortgage Advice 

Administrators

Vale IFA Emmna Grant

Emma Grant - Administrator

Emma joined the company in 2012 following 5 years with the Yorkshire Building Society Agency. Emma is a keen horse rider and enjoys spending time with her friends and family.

 Vale IFA Kelly Miller

Kelly Miller - Customer Consultant

Kelly joined the company in 2017 following 3 years with Yorkshire Building Society Agency as a customer consultant. Currently working towards level2 accountancy (AAT). Kelly is married with 3 children and enjoys spending her spare time with her family and friends.

 Vale IFA Angharad Thomas

Angharad Thomas - Administrator

Angharad joined the company in 2017 and has worked in the banking industry for over 10 years. She lives locally with her husband and 2 daughters. Angharad enjoys walking, watching sports and socialising with friends and family. (Welsh Speaker).