About Valerie's Financial Services Ltd - Your Trusted Team

Welcome to Valerie's Financial Planning 

We're dedicated to guiding you

Your Partners in Financial Success

We serve clients in Camelford, Boscastle, Wadebridge, Port Issac, Tintagel, Bude, Padstow, Polzeath and throughout North Cornwall and the South West. 

We provide financial advice to  businesses, families, and individuals. Our advice encompasses investment planning, retirement planning, estate planning and protection planning.

Our financial advice is built around the clients we serve. We help to navigate through complex situations and we want clients to make financial decisions confidently.

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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