Retirement Planning and Investment Management
Independent Financial Advisers
Velarium Wealth are regulated financial planning experts based in Berkshire. We are a family focused company, dedicated to helping our clients and their loved ones achieve their retirement objectives.
Why should you use a financial adviser?
When it comes to managing your finances, the role of a financial adviser is invaluable. We possess the knowledge and expertise to guide you through important financial decisions and help you make informed choices.
At Velarium, we understand that everyone's financial situation is unique and our services are tailored to meet your specific needs. Retirement planning can be a complex process, but with the assistance of a financial adviser, you can navigate through various strategies to create a roadmap that you're comfortable with.
We can help you assess your current financial situation and develop a plan to achieve your goals.
"Philip is great, extremely helpful and gave me very useful advice which has really taught me a lot. He is extremely personable and lovely to work with."
"Where do I begin? Phil has helped me in all financial aspects... He is very accessible and always available to help with any queries I have, not matter how many times I might him to explain something."