Vale Asset Management

Independent Financial Adviser  Wales & West Building, Barry, Vale Of Glamorgan, CF63 2BE
First meeting at adviser's own cost
We provide independent advice on investments, pensions, tax-planning and protection, working with private and corporate clients primarily in South Wales.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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Accident & sickness
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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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Payment protection 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 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
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Stockbroking services
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 14th June 2021
Meet our advisers
MR Neil Evans DipPFS
Principal

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.

About us

Established in 1998, we provide a friendly, personal and 'jargon-free' service. Ours is a fee based service, without obligation.

Independence and Quality are the foundations of all that we do. We strive to understand our client's needs and objectives, with a view to developing a long term relationship. All recommendations are thoroughly researched beforehand and will be objective and unbiased.

We believe in 'relationship advice'. Knowing our clients, their needs and their aspirations enables us to deliver the quality service they deserve.

Our services

We are committed to our clients and keen to be judged on the value we deliver. But don't take our word for it - here's what some of our clients say:
"Thank you for not only what you did, but the way in which you did it"; "Always professional, clear and friendly"; "your advice has been invaluable"; "I'm not only confident my concerns have all been addressed, but i'm actually very happy this is the right plan for me going forward"; "a must for everyone".

Where to find us
Head office address: Wales & West Building, Sully View, Cardiff Road, Barry, Vale Of Glamorgan, CF63 2BE
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 14th June 2021

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