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Independent Financial Advice on: Investment Planning, Pre and Post Retirement Planning, Mortgage, Lifetime Mortgage (Equity Release), Tax, Long Term Care  

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Brian Vallely & Co Independent Financial Services is the trading name of Carleton Chambers Ltd.  The original company was established by Brian Vallely in 1996 and has built up a significant client base of satisfied customers. Our aim is “To provide professional, independent financial advice, with honesty and integrity by tailoring solutions specific to our clients needs and objectives, both now and for the future, whilst delivering value for money.

The company provides independent financial advice in a number of areas:

  • Investment Planning
  • Pre & Post Retirement Planning
  • Protection
  • Long Term Care
  • Estate Planning
  • Tax Advice
  • Mortgages
  • Lifetime Mortgages
  • Trusts

Our advice is both fee and commission based and the choice is left with our client.  The company is also supported by Kellands Central UK Limited which is a highly respected National provider of back office systems including technology and compliance.

We support our clients by regularly reviewing their finances, maintaining contact by e-mail and quarterly Investment Bulletins. Why not take a look at our Investment Bulletin which is posted out to our clients at regular intervals. You can register to be part of our mailing list to have updates sent directly to your inbox. We also have an Enquiry Form link to the left should you require any further information.

Our Consultants and support staff are all qualified, and are always on hand to help our clients.

As mentioned earlier we offer a choice of fee based advice and or commission.

Our client agreement can be found here.

KeyfactsAbout Our Services and Costs can be found here.

**Paper copies of all documents are available upon request.**


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