FCA verified
4th December 2017

Ad Valorem Wealth Management Solutions Ltd

Independent Financial Adviser Hawthorn Ridge, 10 Ferndown Way, Wychwood Pk, Weston, Crewe, CW2 5GS
Ad Valorem aims to provide clients with impartial professional advice tailored to their needs
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Derek Clarence Baptist
Director
adviser-person
Ceri Huw Robbins
Chartered Financial Planner
Where to find us
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.

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

Similar advisers near you

Independent Financial Adviser 3.14 mi
Unbiased and friendly service. Shortlisted for Adviser of the Year by www.unbiased.co.uk.
 
Financial Adviser (Restricted Whole of Market) 3.37 mi
Your financial goals won’t take care of themselves – but we will. Arrange your no-obligation consultation today
 
Independent Financial Adviser 4.04 mi
All the expertise you need for investing for the future, planning your pension and achieving the retirement you want.
 
Independent Financial Adviser 5.28 mi
Local, friendly, approachable help with most things financial, either personal or commercial. Your first meeting is at our expense.