We at Valere Wealth Management Ltd offer a range of independent financial services. Our approach is simple, you tell us your goals and we can work towards getting these in place for you. Our experience covers all aspects of personal and commercial financial planning, including savings and investments, estate planning, pensions, protection, and mortgage referrals.

Simon Field

Managing Director

Independent Financial Planner

Why Choose Us

We will help put you on the right path

Ed has been a financial planner for over 25 years. His focus is to help clients live the life they want, first and foremost, and provide them with the confidence that their assets will support this.

News & Stories

UK Interest Rate Held at 3.75% yet again

UK Interest Rate Held at 3.75% yet again 30 July 2026 We give our thoughts on today’s decision to hold UK interest rates exclusively to our website. At 12:00...

Beyond the Budget

What the New ISA Rules mean for your Savings and Investments
ISAs have long been one of the simplest ways to save and invest tax-efficiently.

Contact us for a personal consultation

Contact us online or via email, or pick up the phone to arrange a personal visit