Vale IFA is a firm of financial advisers which provides independent financial advice to individuals. We provide financial planning advice on investments, savings, retirement planning and non-investment insurance (for example life assurance and critical illness cover). At Vale IFA we pride ourselves on our personal and thoughtful service delivered to you in our offices.
It is because of this belief that we provide a comprehensive review and monitoring service designed to create real value for our clients. When you have identified your objectives you then look for the savings or investment vehicle to meet these objectives. Life insurance is an affordable way to protect your family's lifestyle and give them a secure future if you're no longer around.
It is because of this belief that we provide a comprehensive review and monitoring service designed to create real value for our clients. When you have identified your objectives you then look for the savings or investment vehicle to meet these objectives. Life insurance is an affordable way to protect your family's lifestyle and give them a secure future if you're no longer around.
Services
Vale IFA is a firm of financial advisers which provides independent financial advice to individuals. We provide financial planning advice on investments, savings, retirement planning and non-investment insurance (for example life assurance and critical illness cover). At Vale IFA we pride ourselves on our personal and thoughtful service delivered to you in our offices.
When you have identified your objectives (the new car, the holiday, school fees, the boat or the retirement home in Tuscany and the income to live there) you then look for the savings or investment vehicle to meet these objectives. Invariably, investment comes down to risk and rewards. The more risk you are prepared to take, the more the reward might be.
Choice is good. When buying a property, whether for yourself or as an investment, choice ensures you get the best deal. But when financing your property adventure, does it make your life easier? It can if you shortcut the hassle of shopping around for the right mortgage, which will be as unique to you as the property you select.
Life insurance is an affordable way to protect your family's lifestyle and give them a secure future if you're no longer around. You can choose the level of life insurance cover required. If you die, your insurance policy will pay out a lump sum or regular income for the amount you insure yourself for.
The golden rule is not to rely on the state pension alone. Most pensions benefit from considerable tax breaks, and you can even contribute to your pension if you don't work. There are many different tax efficient pension schemes available, but they all have the same aim - to help you save money and provide you with a comfortable income in retirement.
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