Financial Advice
Helping You Achieve
Financial Peace of Mind
Valerie's Camelford based financial advisors are dedicated to providing financial advice all over North Cornwall and Devon, 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
Whether you're planning for retirement, reviewing your pension options, navigating an inheritance, or simply want a clearer picture of where you stand, we're here to help you make sense of it.
We're proud to serve clients across North Cornwall and Devon, from Wadebridge and Bude to Barnstaple and beyond, in person or remotely, whichever suits you best.
We take the time to understand what matters to you; your goals, your family, your plans for the future and build financial planning solutions around that, not the other way round.
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?
Choosing a financial adviser is a big decision.
It means trusting someone with your family's future, your retirement, and the decisions that shape everything else in your life.
At Valerie's, we've built our approach around what actually matters when that trust is on the line: real understanding, real people, real qualifications, and honesty you can rely on. Here's what you can expect when you work with us.
Bespoke Financial Advice
Every situation is different. We create tailor-made financial solutions that cater to your specific needs.
Human Approach
We pride ourselves on genuine, personal service — you'll always speak to a real member of the team, not a chatbot or an automated system. We take the time to understand you as an individual, not just the numbers on a page.
Qualified Support
Backed by professional qualifications, including the CII Level 4 Diploma in Regulated Financial Planning and Certificate in Paraplanning, as well as many years of experience in financial services,
We provide ongoing, professional support you can rely on.
Integrity
You deserve straightforward, honest advice, not a sales pitch. We will always tell you what you need to hear, not just what's easiest, and any recommendation we make is based on what's genuinely right for your situation.
Financial decisions affect every part of your life, so we take the time to consider the full picture before suggesting a way forward.
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