Financial Planning
Helping You Achieve
Financial Peace of Mind
Valerie's Finanical Planning is dedicated to providing financial advice tailored to your unique needs. Let's navigate your financial journey together.
Your Path Towards Financial Security
Your Journey Starts Here...
Financial Planning from Financial Advisers Who Care
At Valerie's Financial Planning, we specialise in helping businesses, families, and individuals achieve lasting financial success.
We are a Financial Advice firm based in Camelford and we serve clients all over North Cornwall and Devon.
Explore our financial planning solutions that emphasise personal development and alignment with your financial goals.
James was a great help with my pension planning and inheritance tax situation... I feel more at ease knowing the children will get to keep the house and not have to sell up to pay the tax bill!
I feel more confident with a financial plan, have the money to go travelling when I choose to and I know I have the money to go on my dream holiday for a year or take on any other project as I would have the financial means to do so in a few years time.
I didn't have a clue how much I actually had before and was always stressed about the uncertainty of my finances.
Why Choose Us?
Financial Advice with a human approach.
Our financial planning ensures that your needs are met.
We focus not only on finances but also on your overall personal growth and success.
Bespoke Financial Advice
Every sitatuion is different. We create tailor-made financial solutions that cater to your specific needs.
Human Approach
We pride ourselves on the personal service we provide to clients, focusing on the individual as well as the numbers.
Personal Development Focus & Ongoing Support
We believe in aligning your financial goals with your personal growth journey.
Holistic Approach
Financial decisions affect many areas of planning and there are many factors to take into consideration, which is why we take a holistic approach.
Directions
Office 5, Tregath Business Park, Camelford, Cornwall, PL32 9TX
Get in touch
Telephone: 01840 537005
Mobile: +447572323829
E-mail: james@valeriesfinancialservices.co.uk
Location: Office 5, Tregath Business Park, Camelford, Cornwall, PL32 9TX