Vintage, Chartered Financial Planners

Independent Financial Adviser  Vintage Chartered Financial Planners, Stockton on tees, Durham, TS18 3SH
First meeting at adviser's own cost
We help people make the most of their pensions and investments through our open and honest, fixed-fee Financial Planning Service.
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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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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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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
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group risk
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Simon Warne
Financial Planner

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

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

Helen Weatherhead
Financial Planner

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

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

Anthony Long
Planner

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

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.

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

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

Accreditations
Chartered Financial Planner
Paul Adams
Founding Partner, Planner

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

About us

We help people and businesses make the most of their assets, including pensions, investments, mortgages and insurance. Our expertise means we're able to help in a range of situations including retirement planning, saving for a particular goal, tax planning or investing a lump sum.

As well as a dedicated Financial Planner and supportive team providing bespoke, human advice to build, manage and protect your assets, you'll also have exclusive access to our unique online portal to compliment your experience.

Our commitment to raising standards within our profession has seen us adopt a fairer and more open, fixed-fee model, so our clients will know exactly what they will pay, before making any decisions.

Vintage has been built on referrals from satisfied clients recommending us to their friends and family. It is this that has made us a respected source of sound financial advice for people across Teesside for the last 30 years.

We’re also independent and proud to be Chartered.

Our services

We combine traditional, human values which have been our backbone since 1988, seamlessly with the latest developments in technology to deliver a service which we believe is second to none.

Our clients have exclusive access to our bespoke online portal, Vintage View, which allows them to view the value of their assets, monitor the value of their home through links to HM Land Registry, track and categorise spending and store any important financial documents.

Where to find us
Head office address: Vintage Chartered Financial Planners, Vintage House, Lockheed Court, Preston Farm Industrial Estate, Stockton, Stockton-On-Tees, TS18 3SH
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 19th October 2020

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