Ad Valorem Wealth Management Solutions Ltd
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
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Financial planning
- Wealth management
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Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
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Savings
- Lump sum
- Regular savings
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Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
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Business
- Employee benefits
- Group pensions
- Group protection
The Hermitage, Hermitage Lane, Twemlow, Cheshire, CW4 8DP
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.
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.
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