As Chief Financial Officer, Dipesh Patel is responsible for all of the company’s financial functions. His career spans over 20 years’ experience in and around the financial services arena.

Prior to joining Vintage in 2023, Dipesh served as the Financial Controller for Citihub Limited, an IT consultancy company focused in the financial services sector where had been for over 13 years. During this time he helped grow the company exponentially which lead to it being acquired. Before that he served as the Financial Controller for a prominent mortgage packaging company.

Lee is a Senior Financial Planner within Vintage Wealth Management. He manages a client bank, sits on the Investment Committee, and helps with business strategy.

He is a Chartered Accountant, Chartered Tax Adviser, and qualified Investment Manager dealing with high net worth clients. He has over 30 years of experience in the financial planning and accountancy industry.

Lee was a Director of the Investment Management group of BDO where he worked until 2005. He was a partner of Nyman Libson Paul Chartered Accountants and founder and Chief Operations Officer of the NLP Financial Management Group which he sold in March 2021. He continued working at the NLP Financial Management Group until October 2023.

Lee has developed several investment opportunities for clients with one property development investment worth over £250 million. Whilst managing various financial management businesses he has always maintained an extensive client bank.

Katy has more than 15 years’ experience in the Financial Services Industry. During that time, she qualified to Chartered Level and worked for a number of IFAs in London. She joined Vintage in 2013.

Kalp is a Senior Adviser with Vintage Wealth and has been providing financial advice for more than 30 years. He takes a holistic approach to wealth management and his experience includes, but is not limited to: investments, retirement planning, employee benefits, insurance, protection and mortgages.

In his current role, Kalp is focused on helping both individual and corporate clients with tax planning, pensions, investments, equity release and long-term care.

Marcia is part of the Vintage Wealth Management advisory team and joined the industry since graduating in Economics in 2005. Marcia has worked for major high street banks and has developed over 15 years’ experience in providing advice across different financial areas such as investments, pensions, mortgages and protection. Marcia takes pride in developing trustworthy relationships with her clients.
Outside work, Marcia is a mum of two and also volunteers as a chairman for a school charity to raise funds to enrich learning and play for over 1200 children.

Callum joined Vintage in 2021, he is an authorised Independent Financial Adviser & is a Fellow of the Personal Finance Society. Callum primarily works with individuals and companies and takes pride in creating long term relationships with his clients by providing holistic financial planning and wealth management solutions. Callum has worked with High Net Worth and Ultra High Net Worth individuals developing highly comprehensive tailored financial plans with wealth preservation, wealth creation and legacy planning acting as key drivers.

Hilary entered the financial services industry in 1974 and built her own successful IFA company before joining Vintage in 2000.

She brings many skills to the forefront, combining empathy and knowledge with experience and the ability to multi-task for efficient, effective results.

Sam is part of Vintage Wealth Management’s adviser team and joined the industry after graduating from University. He works with clients with a multitude of varying circumstances and provides them with the confidence to make well-informed decisions on their own finances by offering tailored advice to both businesses and individuals.

Outside of work Sam enjoys playing golf, watching his football team Nottingham Forest, and plays rugby for a team in London as a front row prop.

Robert entered the Financial Services industry in 1980. He was previously a director of a successful IFA firm before joining forces with Geoff Hartnell to form Vintage. Robert was instrumental in setting up Vintage Asset Management and has developed key professional connections over the years.

Qualified in advanced pension planning, Robert has a broad knowledge of both personal and corporate pensions. His technical expertise and work ethic enable him to advise both individual clients and corporations.

Debbie has more than 30 years’ experience working in the financial services industry on the administrative side. After years spent working for a life company, in direct sales and for an IFA, she joined Vintage Wealth in 2013 when her previous employer, BKL Wealth Management, merged with Vintage.

Using her strong organisational skills and ability to always keep a cool head under pressure, Debbie ensures the day-to-day smooth running of the operational support team.

Zac joined Vintage in May 2021 as an intern after completing his A-Levels. In August of that year, he began an apprenticeship program at the firm, studying financial services and advice. Zac successfully completed the apprenticeship in July 2023, earning high praise from the accredited body.

Since finishing the apprenticeship, Zac has continued his professional development at Vintage, working in an adviser support role. He has passed the R01 and R05 exams as part of his Level 4 Diploma in Financial Planning, which he is currently pursuing while gaining valuable on-the-job experience at the company.

Adiel joined us after graduating from Bayes Business School, with a degree in Finance. Adiel is currently studying towards the Regulated Financial Planning Diploma. Adiel’s main passions include: Following Manchester United, F1, Cricket and Conversing with Clients and fellow colleagues around the office.

Sam joined Vintage in 2019 and is an authorised Independent Financial Adviser & Chartered Financial Planner who brings previous years’ experience working in the Financial Services industry. Sam primarily works with individuals and companies and takes pride in creating long term relationships with his clients by providing holistic financial planning and wealth management solutions. Prior to joining, Sam worked for a number of IFA firms as well as working offshore in the Far East & Europe providing investment solutions to IFA, Private Banking, Family Office and Trust company clients. In his spare time Sam enjoys playing golf and has a keen interest in F1. He also previously competed competitively in Triathlon and was picked for the Age Group team to represent Great Britain.

Saul has been providing financial advice to private individuals, corporates and Trusts for a number of years. He previously worked for Bank Hapoalim’s Mayfair office as Head of Business Development and as the Chief Executive of a major charity. Saul was also the Rabbi of a local Synagogue.

He has lived or studied in London, Jerusalem, Brussels and Oxford, from where he has a degree in PPE and was awarded two blues for football. Saul’s specialisms include investments, tax mitigation, IHT planning and helping people arrange their financial affairs during and after making Aliyah to live in Israel.