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% for the sixth time
UK Interest Rate Held at 3.75% for the sixth time 17 September 2026 At 12:00 today, as expected, the Bank of England held the UK Base Rate at 3.75% for the...
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.
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