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Vale Insurance Services Limited
       
 
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Vale Insurance Services Limited
 
 
Overview: 

Based in Altrincham, Cheshire, Vale consists of nine Independent Financial Advisors (IFA) who between them have over 250 years experience. We pride ourselves on our independence and conduct business by an initial no obligation meeting at our office or your home. In keeping with our personal approach, all clients retain the same IFA as their contact, and as such a relationship of trust and guidance evolves.

At Vale we never have any preconceived ideas about our clients or their requirements. Our clients come from all walks of life and whatever their needs we can help secure their future by providing sound intelligent advice in order to meet their objectives. We endeavour to take a holistic approach to our clients' financial planning and look at all areas of their finances to see where we can add value and improve their situation.

Vale have also expanded through the acquisition of clients from retiring Independent Financial Advisors, relationships with Professionals such as Accountant and Solicitor practices, and through new Advisors joining Vale with clients of their own.

Now based in the centre of Altrincham, Vale has nine Independent Financial Advisors, all of whom have their own specialities and skills that combined ensure Vale remains a business with strong foundations and a multitude of experience to offer its Individual and Business clients.

Our Process

The financial planning process would start with an initial meeting either at our client's home, place of work or Vale's offices in Market Street Altrincham. There would be no charge for this initial consultation, which is essentially to allow us to gather the relevant information to form a firm basis for the advice being sought.

Normally at this point an agreement may be reached regarding our remuneration i.e. by fee, commission, or a combination, for the work we are about to undertake. If it is complex we may need to write to you when we have a clearer idea of what the cost is likely to be. No fee generating work would be undertaken without your prior agreement.

We would analyse this information to clearly define a client's aims and objectives and create a formula for meeting those. Research of the various companies in the marketplace and a recommendation of the most suitable products would then be incorporated into our written report, which may be dispatched by post or presented in person at a second appointment.

When a client is satisfied that this accurately meets their criteria we would prepare the relevant application paperwork for completion at a second or subsequent meeting.

Your Vale consultant would conduct this process personally from start to finish, involving colleagues with specialist knowledge in specific areas if required.
History: 

Vale was formed in 1993 by Geoff Hartley and Kevin Chrimes who both had extensive experience gained from previous positions at a national insurance company. Since then Vale has continued to establish itself as an Independent Financial Advisor firm that provides excellent service to it's clients. Testament to this is how Vale has continued to grow over the years through word of mouth, resulting in client referrals from happy customers.


 
 
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