Our story, our values, and the people behind the advice

At Drabble & Valantine Associates, we combine the personal touch of a family‑run practice with the strength, expertise, and award‑winning resources of St. James's Place. This unique blend allows us to build meaningful relationships while giving you access to the highest standards of financial planning and wealth management.

Our Background

With over 35 years of combined experience in the financial services industry, we bring deep knowledge and a genuine passion for helping clients make informed, confident decisions about their wealth.

We specialise in Investment Planning, Pension Planning, Inheritance Tax (IHT) and Trusts, and we take pride in offering advice that is both technically robust and personally meaningful, that supports not only your financial goals but also the long‑term wellbeing of your family.

Our Philosophy

When it comes to Inheritance Tax (IHT) planning, we understand the emotional and practical challenges that families face. Our role is to help you plan with confidence today and to support your loved ones when they need it most. We aim to provide peace of mind by ensuring your estate is managed with care, clarity, and compassion.

Staying Connected

To keep you informed, we offer a personalised E‑Briefing service featuring timely insights, market updates, and commentary from St. James's Place’s expert fund managers. Our goal is to equip you with the knowledge you need to make well‑informed decisions about your wealth.

We hope you find our website helpful and informative. If you feel we could assist you, or someone you know, please get in touch for a no‑obligation conversation. We’re always happy to help.

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 commitment to delivering exceptional service, we also provide an exclusive client area where you can access further resources, updates, and personalised information.