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About
Services for PwC Partners
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Awards

We are proud to be associated with the following awards and nominations in conjunction with Vision.

Winner and Finalists for Professional Adviser Awards, Financial Innovation Awards, Money Marketing Awards, Cornwall Business Awards, Best Business Awards, Investment Life & Pensions Moneyfacts Awards

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©2024 Valere Wealth Management Limited
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Valere Wealth Management Limited is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference Number: 487395. This can be verified by visiting the Financial Services Register by clicking here.

Vision Independent Financial Planning Ltd Registered Office: Vision House, Unit 6A Falmouth Business Park, Bickland Water Road, Falmouth, Cornwall, TR11 4SZ. Registered in England & Wales No.6650476

Valere Wealth Management Limited registered office: 69 Waltham Road, Woodford Green, Essex, IG8 8DW Registered in England and Wales No. 11896974

The guidance or information contained within this website is subject to UK regulatory regime and is therefore aimed at consumers in the UK. The Financial Conduct Authority (FCA) do not regulate Inheritance Tax Planning, Wills, Tax and Trusts, Business Finance, National Savings and some forms of Individual Savings Accounts.

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