David is a Chartered Financial Planner and has worked within Financial Services since 2012.

He advises on a broad spectrum of financial planning areas, including but not limited to Pensions, Tax Efficient Investments, Estate Planning and Equity Release.

He particularly enjoys developing and maintaining strong relationships with clients and believes that everyone can benefit from a tailored, well-thought-out financial plan.

Outside of work, David enjoys spending time with his young family, travelling and being on a tennis court.

.

Zac is an authorised Independent Financial Adviser and qualified in the Certificate of Healthcare Insurance Products. He works with both private clients and corporates, advising them on how to structure cost-efficient and high-value employee benefits offerings.

Zac studied International Economics at the University of Nottingham and has previously worked as an Investment Analyst.

Geoff has spent more than 40 years working in the financial services industry, specialising in employee benefits and investment markets. He is an experienced corporate adviser and has several clients with payrolls in excess of 1000 staff.

Geoff’s extensive knowledge of the industry and exceptional communication skills have been fundamental in cementing long-term relationships with his clients.

Nick has worked in the financial services profession for more than 23 years and has a wide range of experience in individual and corporate financial planning. As well as holistic financial advice, Nick also advises in the more specialist areas of inheritance tax, investment and wealth planning, with a view to tax mitigation. In his role as adviser, Nick often liaises with other professionals including accountants and solicitors.

Phil entered the financial services profession in 2000 and joined Vintage in 2005. Since then, he has gained a broad knowledge of implementing financial planning solutions as well as business and individual protection, investments, pension and estate planning for both corporate and private clients. Phil has developed highly comprehensive tailored financial plans with wealth preservation, wealth creation and legacy planning acting as key drivers.

I am an Independent Financial Planner with 25 years of diverse professional experience, encompassing roles in commercial law, fiduciary services, and financial planning. As a former practicing attorney and legal adviser, I have a strong background in corporate and commercial law, and I am an admitted advocate in the High Court of South Africa. With nearly two decades dedicated to the financial services industry, I am recognised for advising clients based on expertise, integrity, and a steadfast commitment to empowering them to achieve their financial goals. Recognising the complexity of financial decisions, I prioritise client education and empowerment. I take the time to ensure clients have the knowledge and confidence needed to make informed choices about their financial future.

Darryl has spent more than 15 years developing his knowledge, experience and expertise within the financial services industry, specifically focusing on the provision of holistic advice. His experience includes working as both a paraplanner and adviser in conjunction with a large accountancy practice, as well as being very active in the management and operations of the financial advisory business.

Having merged with Vintage Wealth Management in 2013, Darryl quickly became intimately involved with all aspects of the business, offering technical support and guidance to the advisers whilst heading up the technical department. As an ardent believer in treating customers fairly and ensuring clients fully understand the implications of their undertakings, Darryl gradually became more involved with the compliance requirements of the firm and subsequently began working within the department where he is focused on ensuring that compliance is at the core of the business.

Over the course of a prestigious career in the financial services industry spanning four decades, John has managed private client and institutional funds across the global equity markets. He successfully established a Wealth Management business for Brachers, a leading firm of Kent solicitors. Prior to that, he was a Director of Aberdeen Asset Management, with responsibility for managing the group’s investments in continental Europe.

In 2006, John co-founded European Wealth, which grew funds under management to £1.75bn by 2017, when he left to establish Broad Street Asset Management. He joined Vintage Wealth Management in November 2019 as Chief Executive Officer where he brings expertise, commitment and a successful track record of overseeing significant change and business growth management to the role.

Driven finance professional with a passion for analytics and strategic thinking. Nifshan holds a Master’s in Business Analytics and a MBA, demonstrating intellectual curiosity and a strong foundation in business and data. He brings diverse experience across operations management, financial planning and compliance, reflecting versatility and ability to thrive in diverse environments. His strengths lie in motivating others, resolving challenges with finesse and upholding integrity every step of the way.

Beyond his professional achievements, Nifshan is outgoing and personable. He builds rapport with ease and his natural confidence allows him to connect authentically in any setting. When not working diligently, he likes to explore new places and experience new cultures. Overall, Nifshan is a well-rounded, analytically sharp and dynamic talent.