Ad Valorem Wealth Management Solutions Ltd

Independent Financial Adviser 2 Holland Rd, Bramhall, Stockport, Cheshire, SK7 2PQ
FCA verified
19th August 2019
Ad Valorem aims to provide clients with impartial professional advice tailored to their needs
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
adviser-person
Derek Clarence Baptist
Director
adviser-person
Ceri Huw Robbins
Chartered Financial Planner
Where to find us

2 Holland Rd, Bramhall, Stockport, Cheshire, SK7 2PQ

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

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