MA Oxon,DipPFS,CertCII-MP&ER

FINANCIAL PLANNER

Following a short time as a barrister and a much longer time working as the Compliance Director for The Ritz Casino, Alexa retrained as an independent financial planner and has been with Vintage since 2020. She works with individuals and companies to create and develop long-term, flexible financial planning and wealth management solutions. Alexa believes in a collaborative approach that allows clients to pinpoint their needs and objectives and provides them with the knowledge and expertise to achieve them.

When not working towards chartered status, Alexa sings with the Hampstead Chamber Choir and tries to walk as much as possible while listening to history podcasts.

DipPFS BA (Hons)

FINANCIAL PLANNER

With over 15 years of experience in financial services, Ben brings a wealth of knowledge and practical insight to his role as a Financial Planner at Vintage. His career began as a pensions administrator before progressing to paraplanner and later as a lead paraplanner, where he enjoyed the added responsibility of managing a team and supporting colleagues with his technical knowledge and approachable character. Ben then transitioned to become a financial planner and subsequently joined Vintage in May 2025.

Ben works closely with individuals and company directors on a wide range of financial journeys. No two clients are ever the same, and Ben takes pride in tailoring advice to help clients achieve their goals, with a particular focus on wealth preservation, building wealth, and legacy planning.

Outside the office, Ben is a devoted family man who treasures quality time with his loved ones. A lifelong Manchester City supporter, he’s proudly backed the Blues for over 30 years—through triumphs, heartbreaks, and everything in between. More recently, Ben has also embraced the fast-paced world of padel playing on a weekly basis.

FPFS Certs (MP&ER) IMC, QFA

FINANCIAL PLANNER

Callum joined Vintage in 2021, he is a financial planner & 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.

FINANCIAL PLANNER

With more than 20 years’ experience working in the financial services industry, Chris progressed through the ranks of a major UK insurance company before becoming an Independent Financial Adviser in 2004.

After a period working as both an adviser and paraplanner, Chris joined Vintage in 2011. He advises across a broad spectrum of financial planning requirements, offering tailored solutions to fit a range of personal and corporate client needs and requirements.

FINANCIAL PLANNER

David guides individuals and business owners in making informed financial decisions to achieve their goals, regardless of stage in their personal or professional life. His expertise empowers clients to navigate their financial journeys with confidence and clarity.

With over 30 years of experience in financial markets across multiple countries, David brings a wealth of expertise to his clients. He began his career as a chartered accountant with KPMG, where he honed his analytical skills before transitioning into corporate finance at SG Hambros. Throughout his career, David has successfully led investor relations for several publicly traded companies in diverse international markets. Additionally, he has co-founded businesses in event management, corporate finance advisory, and seed investing, further enriching his comprehensive understanding of the financial landscape.

APFS  

CHARTERED FINANCIAL PLANNER

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.

Dip PFS

FINANCIAL PLANNER

Edwin joined Vintage in 2021 and has more than 30 years’ experience in Financial Services working both in the individual and corporate field.

Edwin works primarily with individual and corporate clients producing tailored holistic financial plans, and wealth management strategies.

He brings a wealth of experience to Vintage, providing individual financial solutions across all areas including pensions, investments, and long-term estate planning.

Outside of work Edwin volunteers with several charities, does MMA and tries to find time to go to the gym as well as supporting Sunderland.

FINANCIAL PLANNER

Elliot has more than 20 years’ experience in financial services working for various leading institutions such as AXA Investment Managers and HSBC. Elliot joined Vintage Wealth Management in 2025 and works primarily with individuals creating holistic and long-term financial plans. Away from work, Elliot enjoys playing a variety of sports including golf, football and padel. Also, a long-suffering Crystal Palace and Harlequins supporter.

APFS

CHARTERED FINANCIAL PLANNER

Elliot is a Chartered Financial Planner and has worked in the Financial Services industry since 2006. He joined Vintage Wealth Management in 2024 having previously worked as a Senior Financial Planner at NLP Financial Management and as an Investment Analyst at Bluefin Wealth Management.

He provides holistic financial planning to individual and corporate clients covering a broad range of their financial requirements, including investments, retirement planning, inheritance tax planning and protection. He enjoys building strong long-term relationships with clients by analysing their objectives and requirements and offering solutions to fit their unique circumstances.

Outside of work Elliot enjoys spending time with his two children, gardening, playing snooker and watching Chelsea FC.

BSc DipPFS

FINANCIAL PLANNER

Josh is an authorised Independent Financial Adviser working towards becoming Advanced Diploma qualified. He works with both individuals and corporates, advising on their holistic financial planning needs with a focus on cross border matters.

Josh studied for an undergraduate degree in Business & Design and has extensive experience in the ‘Not For Profit’ sector. 

APFS

CHARTERED FINANCIAL PLANNER

Katy has over 22 years of experience in the industry and is one of our senior technical experts with a specialty in pensions. She provides holistic advice for her clients and also provides guidance and support for some of our younger advisers. Katy joined Vintage in 2013 and achieved Chartered status the following year. She started in the industry paraplanning for her mother, an IFA in North Scotland before moving down to Central London to work for various large IFAs, this has greatly contributed to her success in the financial services sector.

Outside of work, Katy enjoys playing golf and is enjoying the challenge of trying to lower her handicap.

LLB Law, DipPFS

FINANCIAL PLANNER

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.

FINANCIAL PLANNER

Matt has more than 40 years’ experience in the financial services industry. He began his career at NatWest before moving to smaller regional independent financial advice firms in the 1990s. Having worked as a Financial Planner for over 30 years, he brings a wealth of experience to Vintage, which he joined in 2025. He works primarily with individuals, helping them build long-term, holistic plans for specific goals, retirement, and beyond. He particularly enjoys developing long-standing relationships with his clients and still works with several whom he first met in the 1990s.

Outside of work, Matt is a lifelong Chelsea fan and enjoys watching football and cricket, as well as playing the occasional round of golf.

DipPFSMIoD

FINANCIAL PLANNER & BUSINESS DEVELOPMENT

Nick is a Business Development Director of Vintage Wealth Management’s private wealth division in South West England, where he leads a team providing expert planning advice to high-net-worth individuals and corporate clients. He originally established the business in 2009, increasing funds under management to over £100m before its acquisition by Vintage Wealth Management in 2021.

Nick has gained extensive experience in financial services over a career spanning almost four decades, first moving into the independent sector in 1995 after roles with NatWest, Prudential and SunLife. He has a wide range of experience, and particular strengths in building and developing businesses, systems implementation, business planning and M&A. Nick is a qualified Pension Transfer specialist, holds a Diploma in Financial Planning and is a member of the Institute of Directors.

FINANCIAL PLANNER

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.

DipPFS BSc

FINANCIAL PLANNER

Olivia is a level 4 diploma qualified financial adviser and is working towards becoming chartered. Olivia has been with Vintage since the beginning of 2025 where she works closely with clients to provide tailored advice and helps to achieve their financial goals. Olivia takes pride in creating long-term relationships and making a difference for her clients.

DipPFS

FINANCIAL PLANNER

Olivia has more than 10 years’ experience in the financial services industry working for various financial establishments.

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

She joined Vintage Wealth Management in 2025 and works primarily with individuals and businesses creating holistic, long term financial plans and clear strategic financial guidance.

FINANCIAL PLANNER

Paul began his financial services career in 1986, bringing a strong foundation in accountancy that shaped his detail-driven approach. He went on to establish a successful IFA practice in London’s West End, before founding a multi-family office with offices in the US and Australia to serve international clients. Widely published in outlets such as the Financial Times, The Guardian, and Spear’s, Paul is recognised for his clear insights on complex financial matters. Today, with nearly four decades of experience, he advises a select group of high-profile clients, offering bespoke strategies tailored to their unique wealth management needs.

FINANCIAL PLANNER

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.

DipPFS Cert C11(MP)

CHARTERED FINANCIAL PLANNER

Robert joined Vintage in 2020 and is an authorised Independent Financial Adviser. Robert primarily works with individuals and companies taking pride in creating long term relationships with his clients by providing holistic financial planning and wealth management solutions. Prior to joining, Robert has worked in various financial services sectors and has a wealth of experience working High Net Worth and Ultra High Net Worth individuals. Outside of work Robert is a keen golfer and qualified FA football coach having worked with Adult & Youth clubs.

Dip PFS, BA (Hons)

FINANCIAL PLANNER

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.

APFS

CHARTERED FINANCIAL PLANNER

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.

DipPFS MA (Oxon)

FINANCIAL PLANNER

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.

FINANCIAL PLANNER

Zac is an authorised financial planner and qualified in the Certificate of Healthcare Insurance Products. He works with both corporate and private clients, 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.