Robert Stein
09/03/2018

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.
RECENT POSTS
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Rental health: Assessing opportunities in the buy-to-let market24/06/2025
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Inheritance tax: Incoming changes that could affect your pension20/05/2025
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Spring Statement 2025: Summary of key points28/03/2025
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Proceed with caution: Insight into crypto investing26/02/2025
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Cost of giving: Tax considerations for gifting09/01/2025