What we do & how we support your financial future

At Drabble & Valantine Associates, we are committed to delivering a high‑quality, client‑centred service designed to achieve positive outcomes for you and your family. Our advice is holistic, bespoke, and trusted, tailored to your individual goals and financial circumstances.

Our Areas of Expertise

• Investment and Savings Planning
• Pension and Pre‑ and Post‑Retirement Planning
• Inheritance Tax and Estate Planning
• Trusts *
• Financial Protection Planning

We also generally host a series of informative events throughout the year, both virtually and at exclusive local venues, covering these topics and other timely areas of interest. If you would like to learn more or register your interest, please contact us.

Our Commitment to You

Clients are at the heart of our business. Our aim is to provide ongoing, holistic, and personalised financial advice that supports your financial wellbeing now and in the future. We believe that long‑term relationships and regular face-to-face and digital reviews are essential to effective financial planning, ensuring you receive the guidance and clarity you need at every stage.

• Holistic financial advice

• Long‑term client relationships

• Trusted family support

Additional Information

For more insight into who we are and to read our clients’ experiences, please explore the links within the About Us tab. As part of our dedication to exceptional service, we also provide an exclusive client area where you can access further resources, updates, and personalised information.

Drabble & Valantine Associates is a Senior Partner Practice of St. James's Place an Award-Winning and one of the UK’s leading wealth management organisations.

Trusts are not regulated by the Financial Conduct Authority. 

The value of an investment with St. James's Place will be directly linked to the performance of funds selected and the value may therefore fall as well as rise. You may get back less than the amount invested.