Vintage, Chartered Financial Planners

Independent Financial Adviser Vintage Chartered Financial Planners, Vintage House, Lockheed Court, Preston Farm Industrial Estate, Stockton, Stockton-On-Tees, TS18 3SH
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
16th September 2019
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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Paul Adams
Founding Partner, Planner
Anthony Long
Partner, Planner
Accreditations
Chartered Financial Planner
Helen Weatherhead
Financial Planner
Simon Warne
Financial Planner
Where to find us

Vintage Chartered Financial Planners, Vintage House, Lockheed Court, Preston Farm Industrial Estate, Stockton, Stockton-On-Tees, TS18 3SH

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000

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