Ad Valorem Wealth Management Solutions Ltd

Independent Financial Adviser  Whitehall House, Newcastle, Staffordshire, ST5 0LZ
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FCA authorised
Last authorised 15th January 2020
Ad Valorem aims to provide clients with impartial professional advice tailored to their needs
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
Ceri Huw Robbins
Chartered Financial Planner
Derek Clarence Baptist
Director
About us

Ad Valorem Wealth Management Solutions Limited is a thoroughly modern practice of Independent Financial Advisers who adhere to timeless traditional values. Today we are part of the Perspective Financial Group who are one of the UK’s leading national financial advisory groups.
The vast majority of our clients are referred to us by fellow professionals such as solicitors or accountants or existing clients and employers.
The practice provides sophisticated professional financial planning utilising a fee based approach which offers exceptional value for money to our clients.

Our services

We provide our clients and introducers with the following services:
Professional bespoke written reports for all client recommendations.
Ongoing service including structured periodic reviews where appropriate.
High level investment monitoring.
Periodic client communications including our bespoke Client Bulletin.
Periodic bulletins for Professional Introducers.
First class CPD/CPE for Professional Introducers.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Whitehall House, Sandy Lane, Newcastle under Lyme, Staffordshire, ST5 0LZ

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