Building your future, one financial step at a time
At Vale Independent Financial Advisers, we are committed to helping individuals and businesses build, grow, and protect their wealth throughout their lives. With over 25 years of experience, we have established ourselves as a trusted and reputable financial planning and wealth management firm in South Wales.
Our Expertise
At Vale Independent Financial Advisers, we offer a range of services designed to cater to the unique needs of our clients. Our areas of expertise include:
Pension Planning: We help individuals and businesses plan for their retirement, ensuring that their financial security is maintained long after they stop working.
Savings and Investments: We guide our clients in making informed investment decisions, helping them grow their wealth and achieve their long-term goals.
Estate Planning: We assist individuals in planning for the distribution of their assets after their passing, ensuring that their wishes are respected and their loved ones are taken care of.
Mortgages: Our experienced advisors help homeowners find the best mortgage deals, ensuring that their dreams of owning a home or refinancing their current property are met.
Protection Planning: We help individuals and businesses protect their assets and income from unforeseen events, such as illness, injury, or death.
What Sets Us Apart
At Vale Independent Financial Advisers, we pride ourselves on our:
- 25+ years of experience in the financial industry
- Highly qualified and knowledgeable team of advisors
- Unbiased and impartial advice
- Personalized service tailored to each client's unique needs
- Impartial and professional approach to financial planning
Meet the Team
Our team of experienced advisors consists of:
- Paul Edwards (Dip PFS) - Director
- Joseph Nash BSc (Hons) FPFS - Director & Chartered Financial Planner
- Andrew Nash (Dip PFS) - Financial Adviser
- Oliver Harris (AFPS) - Chartered Financial Planner
- Geoff Pengilley (AWPETR Chartered ALIBF) - Financial Adviser
- Jon Perry (Dip FA) - Financial Adviser
- Ian Chiplin (Dip FA) - Financial Adviser
- Paul Edgeworth (Dip PFS) - Financial Adviser
- Jonathan Webber (Dip FA) - Financial Adviser
- Angharad Thomas - Administrator
- Emma Grant - Administrator
