introduction

Overview

Valere Wealth Management Limited is a UK financial advisory firm based in Woodford Green, Greater London (69 Waltham Road, IG8 8DW), incorporated on 21 March 2019, with company number 11896974. It's an Appointed Representative of Vision Independent Financial Planning Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA). GOV.UK

The adviser: Simon Field

Simon Field is the firm's Independent Financial Adviser (Dip PFS). He has around 18 years' experience working with high-net-worth individuals, including partners of professional services firms, investment bankers, entrepreneurs and business owners. He also has significant experience working with "Big 4" accountancy partner firms on compliant financial planning solutions. Before this, he spent time in branch banking/relationship management at HSBC.

What the firm does

Simon's approach centers on giving clients a whole-of-market view through the Beyond Advice Group network, tailoring advice to each client's goals, constraints, experience and risk appetite. He covers all mainstream areas of financial advice as well as advanced tax planning. The firm's site also references helping with a diverse range of investment, retirement, and tax planning services.