Holistic Financial Planning


We provide a comprehensive Financial Planning Service to our clients. The firm’s Principals are all long standing professionally qualified Associates of the Institute of Financial Planning which is the UK’s recognised professional body for Financial Planners. The Institute is affiliated to a Global network of national Financial Planning professional bodies.

Ad Valorem Wealth Management Solutions Limited is authorised under European legislation to provide advisory services to clients who reside throughout the EEA states. Indeed the practice provides advisory services to clients who reside throughout the world including the US, Canada, Australia, New Zealand, the Middle East and the Caribbean.

The value of your investment can fall as well as rise and you may get back less than you have invested.

We provide comprehensive impartial advice to individual clients on the following matters:

  • Holistic Financial Planning
  • Retirement Planning
  • Investment Planning
  • Regular Savings
  • Protection
  • Taxation
  • Estate Planning
  • Medical and Healthcare Insurance

Further Information

For further information or fact sheets on any of the above topics please call 01782 711 091 or visit our contact us page for contact details.

The Financial Conduct Authority does not regulate taxation and trust advice.