Quilter Financial Advisers - James Vanneck

Restricted - Whole of Market  Quilter Financial Advisers, Newcastle Upon Tyne, NE15 8NY
First meeting at adviser's own cost
25 years of experience in providing tailor-made financial planning solutions. I ensure that I fully understand my client's needs and aspirations for the future. I build long term relationships to become my client's valued and trusted adviser.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Response rating
9.5/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr James Vanneck DipPFS, Cert CII (MP), Bsc
Financial Planning Consultant

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses a knowledge and understanding of investment products and the risks involved.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

What our clients say
James fully reviewed my various pensions, they are all now in a single Plan. Everything was explained to me, with full illustrations. I would recommend James, he has made me open my eyes on my Finances and his suggestions and the forward planning, will help me have a better secure Financial future.
Claudette, London
I am very grateful for your advice and support. I found you to be professional but also very personable at the same time.I wanted to set up savings plans for my children, but you also took the time to advise me on other gaps in my finances. The result being that the most important area of my life, my family, is now financially secure. You are a real star and I wouldn’t hesitate to recommend you to my friends and family.
Winnie, Hertfordshire
About us

At Quilter Financial Advisers we specialise in personal and corporate financial planning. Our philosophy is to offer a high quality and personal service to each of our valued clients. We believe our approach towards financial planning is what makes us stand out; to provide comprehensive financial advice where we consider all aspects of your financial planning and look after your future, whatever it may hold. We help you navigate through the complexity of financial planning and plan appropriately, take action when needed and deliver peace-of-mind for your financial future.

We are part of the Quilter Financial Planning Network who are owned by Quilter. Quilter is a leading provider of advice, investments and wealth management; managing of investments on behalf of over 900,000 customers.

Our services

We provide personally tailored financial advice in an open, honest and direct fashion. Our aim is to build long term working relationships with our clients based on mutual trust, respect and understanding.

We offer a no obligation initial consultation at our expense as an opportunity for us to identify your financial planning needs.

Where to find us
Head office address: Quilter Financial Advisers, Riverside House , Goldcrest Way, Newcastle Upon Tyne, NE15 8NY
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.5/10
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FCA authorised
Last authorised 13th September 2021

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