Independent Financial Advisors
What is an Independent Financial Advisor (IFA)? Independent Financial Advisors are Professionals offering independent advice on financial matters to their clients, and in turn recommend products and services from the 'Whole of Market'. This differs when compared to Bank or Building Society staff who may only be able to provide products, such as Pensions or Mortgages, from their own range or from a limited number of provider ranges.
The advantage to a client dealing with an Independent Financial Advisor is they will be receiving unbiased advice along with a product that has been selected from the entire market.
In this current economic climate it is more important than ever to ensure that you monitor your financial situation. With so many areas to assess such as Savings, Mortgages, Pension Planning & Investments, many people find it beneficial to have these essential financial areas reviewed on a regular face to face basis, in the comfort of their own home, with someone they can trust. This is where we can help you.
Based in Altrincham, Cheshire, Vale consists of nine Financial Consultants who between them have over 150 years experience. We pride ourselves on our independence and conduct business by an initial no obligation meeting at our office or the client's home. As we are not a large company all clients retain the same consultant as their contact, and as such a relationship of trust and guidance evolves.
At Vale Insurance Services 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.
To arrange a FREE no obligation meeting please Contact Us, or alternatively head over to Financial Planning to find out more about our process and the different areas we advise on.