Information we hold about you

In order to advise you properly, Vale Asset Management must obtain certain information from you about your financial and personal circumstances.

By providing us with your personal data:

1. You agree that the information we hold about you can be held on computer and/or paper files.

2. You agree that any information which you give us, including sensitive personal data such as health and medical records, may be disclosed to appropriate third parties for the purpose of processing your application and for the ongoing administration of your investment or policy but for no other purpose.

Please note:

All information sent to us via the enquiry forms on our website is processed by a secure server.


Vale Asset Management Ty-Verlon Industrial Estate Cardiff Road Barry Vale of Glamorgan UK CF63 2BE
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tel: 01446 700 701 fax: 01446 700 701 enquiries@valeam.co.uk
Principal Neil Evans: DipPFS; AIFP


Vale Asset Management is Authorised and Regulated by the Financial Services Authority. Vale Asset Management is entered on the FSA register (www.fsa.gov.uk/register/) under reference 415900
The FSA does not regulate all forms of the products or services we provide. The guidance and advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.