Business History

Header-History

The company’s origins date back to 1985 when it traded as a Sole Proprietor and the practice has operated as an Independant Advisory practice since then. The business subsequently became a Partnership and LLP during which a period of substantial growth took place.

Today the business trades as Ad Valorem Wealth Management Solutions Limited and is part of the Perspective Financial Group. It is a thoroughly modern enterprise which invests in and utilises the latest technology in order to enhance business disciplines. We invest in our people too in order to ensure the highest levels of client service and administration.

What has never changed over the years is the firm’s commitment to its core traditional business values and placing our clients at the centre of our activities. At the foundation of the Partnership the firm’s key aims were to:

  • Provide professional impartial financial advice
  • Incorporate technical excellence in our advice
  • Provide excellent client service

These principles have not changed and are timeless; the practice will always ensure that we utilise the latest technology and professional practices where appropriate but the core values remain in place.
In September 2015 Ad Valorem Wealth Management LLP was responsible for client assets under management in excess of £153 million. We also provide taxation, technical and protection advice to clients as part of our comprehensive financial planning service.

The firm also offers a bespoke private client service to individuals who demand the highest levels of financial planning and a separate dedicated extranet site is utilised by them which holds individual Ad Valorem Wealth Management WRAP accounts accessible 24/7 through a secure portal.

The Financial Conduct Authority does not regulate taxation advice.