Welcome to Vintage

It’s time to experience the excitement of working with a dynamic financial advisory firm.

Private Client Services

With upwards of 150 independent lenders in the UK marketplace and more providers and products than ever before, the mortgage landscape is a complex one. Whether you are looking to buy a property, reduce your monthly repayments or raise additional capital, we can help you make an informed decision.

Mortgages

Intelligent pension planning will help you to live the retirement you want and deserve. With retirement often lasting 25 years or more, it is vital to be prepared and build up a tax-efficient retirement income that provides the standard of living you require in the long term.

Pensions

With life cover, critical illness, income protection and mortgage payment protection all common components of a sturdy protection plan, our experts will identify the most effective solutions to fit your circumstances and budget so that you can enjoy every day with total peace of mind.

Protection

Planning ahead is the key to ensuring financial security for you and your family. The earlier you decide to save, the better chance you have of achieving your financial goals. We will identify the best type of savings and investment vehicles for you and your family.

Savings & Investments

Many people pay too much tax, either out of misunderstanding or poor planning and this is where sound financial planning can help. It is important to identify ways to save tax to ensure that your financial affairs are tax-efficient. These are just some of our top tax saving tips:

Tax & Estate Planning

Meet your adviser

Your principal point of contact will be your Independent Financial Adviser (IFA). As an industry professional with knowledge and expertise in financial planning matters, your IFA will be responsible for meeting with you and advising on your financial affairs, the aim of which is to help you address all your financial planning needs. Being independent, our advisers have access to all products and providers in the marketplace and are therefore well positioned to find solutions that best suit your needs and objectives.

Meet the Team