Welcome to Valerie's Financial Planning 

 

We're a financial advice practice built around one idea: your money should work for your life, not the other way round. We help businesses, families, and individuals plan for the future with investment planning, retirement planning, estate planning, and protection along the way.

We know financial decisions can feel overwhelming, especially when life gets complicated — a business sale, an inheritance, a pension you're not sure what to do with. Our job is to help you cut through that, understand your options clearly, and make decisions you can actually feel confident about.

Financial Advice in Cornwall and Devon

We're based in Camelford and, while plenty of our clients are right on our doorstep, we travel to clients from further afield across North Cornwall and Devon.

We're always happy to work remotely too. If you're in or around any of the following, we'd love to help:

North Cornwall 

Camelford · Wadebridge · Bude · Bodmin · Padstow · Tintagel · Boscastle · Rock · Port Isaac · St Austell · Newquay · St Ives

Devon

North Devon · West Devon · Tavistock · Okehampton · Bideford · Barnstaple

Get in touch!

Whatever stage you're at — just starting to think about a pension, sorting out inheritance tax, or wanting a proper plan for retirement — we're happy to have a conversation and see how we can help. No pressure, no jargon, just a clear picture of where you stand and where you could be.

Start Your Journey Today

Explore how we can help you build a secure financial future at valeriesfinancialservices.co.uk. Let us guide you towards lasting financial success.

Directions

Office 5, Tregath Business Park, Camelford, Cornwall, PL32 9TX

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Get in touch

Telephone: 01840 537005‬

Mobile: +447572323829

E-mail: james@valeriesfinancialservices.co.uk

Location: Office 5, Tregath Business Park, Camelford, Cornwall, PL32 9TX

Linkedin: www.linkedin.com/in/quartly-j


 

 

©Valerie's Financial Services Ltd 2025

James Quartly trades through Valerie's Financial Services Ltd. 

James Quartly is a representative of Griffin Benedict Limited which is authorised and regulated by the Financial Conduct Authority. Firm Reference Number is 436189. 

Regulated financial advice is provided by James Quartly in his capacity as a Representative of Griffin Benedict Limited. 

Valerie’s Financial Services Ltd is owned by James Quartly and is not authorised or regulated by the Financial Conduct Authority. Valerie’s Financial Services Ltd provides educational and non-regulated financial planning support. It does not provide regulated financial advice or arrange financial products. Valerie's provides "educational financial services". ​Valerie's educational financial services, which, according to the FCA Handbook PERG 8.26.2 and Section 22 of the Financial Services and Markets Act 2000, do not require regulation unless presented in the context of product distribution. These educational financial services fall under the jurisdiction of general consumer laws in the UK, including the Consumer Protection from Unfair Trading Regulations 2008 and the Consumer Protection (Amendment) Regulations 2014. We are overseen by the Competition and Markets Authority. Clients of Valerie's are protected by consumer protection regulations.

Valerie's Financial Services Ltd

Registered in England and Wales No. 16930304

Registered Office: Office 5, Tregath Business Park, Camelford, Cornwall, PL32 9TX

 

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