With so many options on how to save and spend, we understand that it can be difficult deciding what to do with your money. Analysing individual needs and circumstances, Vintage help clients build and preserve their wealth, offering relevant financial guidance in a language that’s easy to understand.
Whether you’re looking for advice on saving for your retirement, planning your trust and estate, managing your portfolio or providing financial protection for your loved ones, Vintage can help build a financial plan specific to your personal circumstances. We’ll help you navigate the pitfalls and act on opportunities, ensuring your plan is regularly reviewed, monitored and kept up to date.
Our high quality, bespoke ongoing service is offered on three tiers of our Financial Planning Service: Platinum, Gold and Standard. Each proposition suits various clients depending on their circumstances and includes many benefits. Some of which are:
- Portfolio rebalancing
- Cashflow modelling
- Risk profiling
- Capital Gains Tax usage
- Inheritance tax usage
- Bespoke and discretionary fund management