Vale Insurance Services is an independent financial advice firm based in Altrincham, Cheshire, providing tailored guidance to individuals and families at every stage of life. Established in 1993, the firm has nine Independent Financial Advisers with more than 250 years of combined experience. Its approach is personal and holistic: advisers consider clients’ wider finances and objectives, and clients retain the same adviser as their ongoing point of contact. Vale offers an initial no-obligation meeting at its office or a client’s home.

Services include savings and investments for short-, medium- and long-term goals; retirement planning and advice for people already retired; mortgages; protection against serious illness and death; equity release; and estate planning. The firm supports clients with decisions ranging from building financial plans early in their careers to managing wealth, preparing for retirement and planning how assets are passed on. Vale also publishes market reviews and financial news. Based in Altrincham’s market quarter, it invites prospective clients to arrange a consultation by phone or email.