Based in Altrincham, Cheshire, Vale consists of nine Independent Financial Advisors (IFA) who between them have over 250 years experience. We pride ourselves on our independence and conduct business by an initial no obligation meeting at our office or your home. In keeping with our personal approach, all clients retain the same IFA as their contact, and as such a relationship of trust and guidance evolves.

At Vale we never have any preconceived ideas about our clients or their requirements. Our clients come from all walks of life and whatever their needs we can help secure their future by providing sound intelligent advice in order to meet their objectives. We endeavour to take a holistic approach to our clients' financial planning and look at all areas of their finances to see where we can add value and improve their situation.

To arrange a free no obligation meeting with an IFA at Vale please Contact Us, or alternatively head over to Our Services to find out more about just some of the services and areas we advise on.

Vale's Newsletter

The Vale View

Read the latest edition of Vale's quarterly newsletter

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Enhanced Annuity

Buying an Annuity?

60% of people may qualify for enhanced annuities, do you?

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Vale's Portfolio Service

Vale's Portfolio Service

Putting you in control of your Pension and Investment planning

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Equity Release

Equity Release

A way for those over 55 to release cash locked up in their home

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