Chartered Financial Planners

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.

Our business aims to deliver the following benefits to our clients:

  • Impartial Financial Advice
  • Technical Excellence
  • Exceptional Client Service

We have invested heavily in technology to support our financial planning service and our support services team.

The practice is currently responsible for investment advice for client assets in excess of £180 million and we manage substantial assets in Self Invested Personal Pensions, Small Self Administered Pension Schemes, Executive Pensions and various Trusts. In addition the practice manages pension arrangements for many employers as well as substantial Investments for private clients.

Many of our clients are high net and ultra high net worth clients and our ancillary services include devising Tax Planning strategies in conjunction with other professionals such as solicitors and accountants.

The Financial Conduct Authority does not regulate taxation advice.

An increasing number of our clients live abroad either permanently or semi-permanently and we provide a private client service for those individuals who seek a bespoke financial and investment planning service which includes access to a dedicated website and individual private client wealth management accounts.

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.