Christine Valantine

DipPFS

I am the Principal of Valantine Associates, a Senior Partner Practice with St. James's Place. I am professionally qualified attaining my Diploma in Financial Planning.

E-Briefing Service

Location : Nottingham

07368 538 583

About

I have been in the Financial Services sector since 1992. I started my career several years ago as an Independent Financial Adviser with a large National Bank and then subsequently joined a multinational Accountancy practice as an Investment Manager working within the tax department.

I joined St. James's Place in 2001, and truly believe their distinctive and effective approach to investment management provides clients with the peace of mind that comes from knowing their investments are in expert hands.

I have specialised in Investment Planning, Pension Planning, Inheritance Tax and Trusts* for several years and have a wealth of knowledge and experience in these areas.

I believe that no two people are alike and, as such, I deliver bespoke tailor made solutions for each individual client. I pride myself in the relationship I have built with my clients, some over many years, and much of my business is generated by personal recommendations. Please browse client testimonials below.

I am married to Paul and together we have 3 children and 5 gorgeous grandchildren. I strongly believe that health, family and friends are life’s true wealth, but making your investments work as effectively as possible to secure financial security, combined with planning for your children to inherit your wealth and not HMRC, achieves the icing on the cake.

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.

*Trusts and some areas of Inheritance Tax Planning are not regulated by the Financial Conduct Authority.

Testimonials

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We have been with Valantine Associates at St. James's Place since 2003 and they have handled our financial affairs since then. Over the years we have been very pleased with the steady increase in our portfolio based on her excellent advice which we feel very comfortable with, along with a very wa...

Private Client

You should remember that past performance refers to the past and is not a reliable indicator of future results. The value of an investment and the income from it can fall as well as rise. You may get back less than the amount invested.

Kerri is a pleasure to work with. She communicated with me at every stage of the process. Kerri understood my requirements. I have been very happy with the outcome and the service I receive. I would recommend Kerri to anyone.

Leanne Higgins| Civil Servant

We have been with Valantine Associates at St. James's Place since 2003 and they have handled our financial affairs since then. Over the years we have been very pleased with the steady increase in our portfolio based on her excellent advice which we feel very comfortable with, along with a very wa...

Private Client

Kerri is a pleasure to work with. She communicated with me at every stage of the process. Kerri understood my requirements. I have been very happy with the outcome and the service I receive. I would recommend Kerri to anyone.

Leanne Higgins| Civil Servant

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Partners: Kerri Drabble