Our Services

You can see some of our notable services below, however, please feel free to pick up the phone and speak to one of our friendly staff to discover more.

 

Financial Planning Services

Financial planning is an ongoing process that helps you achieve your long and short term financial objectives. Everybody‚Äôs needs are different therefore whether you are looking to build a money pot sufficient for retirement, managing your income beyond retirement or simply protecting your wealth to benefit your family, we’re able to help analyse and plan all areas of your financial needs and ensure that you remain on track to help you meet your objectives.

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Pension Advice

With over 30 years of experience, Vintage offers educated, professional and individual advice on any variety of pensions or provisions you may have, both currently and historically. No matter how simple or complex your question, please contact us.

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Pension Transfer

As one of few pension transfer specialists within Teesside, we take high levels of care to establish if a Transfer is a suitable option for your financial future. We also provide these services to many other IFAs within the area.

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Insurance

With whole of market insurance available for both personal and business protection, Vintage can help advise which policies would best suit your needs and offer access to some of the most competitive rates on the market.

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Inheritance Tax

With changes constantly on the horizon from HMRC regarding IHT, we are able to help you implement the most efficient plan to help you pass on what you had hoped for the next generation. We can also help if you’re an executor looking for advice.

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Long and Short term Investing

Vintage as Chartered Financial Planners have direct access to financial products and markets. We will not only review and advise you on the investments in question, but then invest and manage your capital with the discussed end goals in mind.

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Pre-Retirement Planning

Approaching retirement is both exciting and daunting at the same time, our Pre-Retirement services help gain clarity to all aspects of your financial future. Answering simple questions such as “Will I have enough money when I’m 75?”.

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Post-Retirement Planning

After retirement, it’s just as important to make sure you are in the most efficient schemes and options for you. We routinely make sure this is true and take an active role in making any changes in the future as well as ensuring that your income is managed tax effectively and in line with your financial plan.

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Trustee Investment Review

We comply fully with Trustee Act 2000 and manage trusts with extreme due diligence and decision making processes to make sure we’re achieving the best and most efficient results possible for that given investment.

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Mortgage Advisers

With a dedicated Mortgage Adviser at Vintage, we have the expertise to help you with all types of mortgage problems and needs. Non-standard purchases, self-employed, business owners and complex affairs are all areas that we regularly advise on.

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Remortgage Services

When it comes to remortgaging your home or property portfolio, Vintage can help find some of the best deals available from the whole of the market. Helping service all types of needs our clients have to guide them through the entire process.

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Vintage Group Pension Services

Continued auto-enrolment is now standard across the UK and we’re able to help established, or new businesses, make sure you continually meet these obligations in the most efficient manner.

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Business Financial Planning

Vintage offers a range of professional services to help both protect and support your business. We can facilitate everything from Key Man insurance policies through to Pension and Auto-enrollment.

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Need help with something else?

Vintage offers a comprehensive range of services, some of which are not included on our website. However, we’re willing to discuss any financial questions you may have – simply contact us and we see if we can help.

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