Thank you for your enquiry. Having searched our database, we have matched you with Geoff Pengilley from Vale IFA.
What Happens Next
If you want Geoff Pengilley from Vale IFA to begin straight away with your no-obligation pension review, please fill in the extended Letter of Authority below. The information you provided in our previous form has been pulled in so it should only take 2 minutes to fill in (all the information required should be on your pension statement). Your advisor will still need to quickly speak to you before proceeding but filling in the form digitally should speed things up.
This then allows us to secure the information required from your pension provider to compile your report. Vale IFA are FCA regulated, with FCA number 491461 which can be viewed on the FCA website here, you can also see more by viewing the website
Alternatively, Geoff Pengilley from Vale IFA will call you to discuss your requirements. This initial call will be without obligation. If it's not convenient when they contact you then let them know and rearrange a call back at a more convenient time for you.
VALE IFA ARE FCA REGULATED.
THEIR FCA REGISTRATION NUMBER IS 491461 AND YOU CAN CONFIRM THIS ON THE FCA WEBSITE BY CLICKING ON THE LINK BELOW
A little bit more about Geoff Pengilley from Vale IFA
Geoff Pengilley from Vale IFA will now contact you to confirm your details and help you with any questions you may have. Vale IFA specialise in assisting you with your financial needs and will call you to arrange a free, no obligation review.
In the meantime, if you would like any more information, please contact:
4 Ely Valley Road
Rhondda Cynon Taff
PLEASE SPEND 2 MINUTES TO FILL IN OUR FEEDBACK FORM AND TELL US WHAT YOU THOUGHT.
Thank you for your enquiry. Having searched our database, we have matched you with Vale IFA.
Sit back and wait for your friendly advisor to call to provide your initial no obligation telephone call. If the time of the call is not convenient, just let them know and they can arrange a better time to call.
Your information has been passed securely through our secure websites (SSL). Your information has just been placed with one advisor and we will never pass on your information to any other companies.
Once you have had a chat with your advisor, you will understand your options better. You can then decide whether you require any further services with your advisor. The whole process is without obligation.
FCA REGISTER LINK? VIEW HERE
FCA NUMBER? 491461
FCA REGISTERED? YES
Book Appointment with Vale IFA?
Do you want to save time and book in your call directly with your financial advisor? Click below to book the best time to call in with Geoff Pengilley of Vale IFA.
Fill in more Information to speed up your enquiry
Help speed things up? – you can help speed up the process by filling in an online letter of authority by clicking the link below. This then allows your advisor to secure the information required from your pension provider to compile your report
REMEMBER - YOUR RETIREMENT PLAN IS PROBABLY THE MOST IMPORTANT PLAN YOU WILL MAKE IN YOUR LIFETIME
A BIT MORE INFORMATION ABOUT Vale IFA
At Vale IFA we offer expert advice in a wide range of important areas including investment, inheritance tax, pension planning, and protection. We strongly believe in providing a high level, trusted service to all clients and we are fully aware that financial planning can be confusing at the best of times. We will help you to meet your financial objectives and plan for the future with confidence and optimism. We work closely with all our clients and believe in keeping them regularly updated with financial and economic news. Whether this means meeting regularly or sending out bulletins, magazines and other relevant information, we will meet each individual client’s own requirements.