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.
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Why should you use a financial adviser?
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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.
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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.
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"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."