High quality, client centred service providing positive client outcomes specialising in providing trusted holistic bespoke tailor-made advice in the following areas: 

• Investment and Savings Planning
• Pension and Pre and Post Retirement Planning 
• Inheritance Tax and Estate Planning 
• Trusts * 
• Financial Protection Planning 

We regularly hold informative events covering the above and relevant topics at that time, virtually and at exclusive local venues. If you are interested in knowing more about our events, please contact us to find out more and register your interest. 

Clients are at the heart of our business. It is our aim to provide clients and their families with regular ongoing holistic bespoke financial advice to aid their financial situations for the better.

In our, many years of, experience clients not only want their capital to work effectively but also, and should expect, to receive trusted ongoing advice and service. We aim to do just that, meet your financial goals. We believe building long term relationships and holding regular face-to-face reviews are essential to financial planning for our clients and their loved ones.

Valantine Associates is a Senior Partner Practice of St. James's Place an Award-Winning and one of the UK’s leading wealth management organisations. 

Trusts are not regulated by the Financial Conduct Authority. 

The value of an investment with St. James's Place will be directly linked to the performance of funds selected and the value may therefore fall as well as rise. You may get back less than the amount invested.