Business History
The company’s origins date back to 1985 when it traded as a Sole Proprietor and the practice has operated as an Independent Advisory practice.
Meet the team
The Ad Valorem team has been developed to ensure all clients have access to a qualified and personable adviser who provides excellent professional advice. The management team led by Derek Baptist and Ceri Robbins is supported by a team of helpful advisers and support staff
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Compliance
As Independent Financial Advisers, we are legally obliged to access and recommend the most suitable products and/or services across the whole of the marketplace to suit client needs.
Communications
We issue a number of publications, the main ones are our Client Bulletin. We we also publish a bulletin for solicitors and accountants called Professional Connection.
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For clients who utilise our bespoke Private Client Service Wrap please launch and login to the secure extranet portal 
For clients who hold a bespoke Master Account discretionary asset management account please launch and login to the secure extranet portal