Vintage Wealth Management Ltd
This examination assesses the candidate to develop in depth financial planning skills related to business.
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.
Vintage Wealth Management Limited is a medium sized Independent Financial Adviser (IFA) practice authorised and regulated by the Financial Conduct Authority (FCA). Based in North London, the company offers a wide ranging service to clients in both the individual and corporate markets.
Our clients include private investors, high net worth individuals, entrepreneurs and owner – managed businesses who are predominantly referred to us through our extensive range of professional introducers.
Also forming part of the Vintage Group of Companies are Vintage Corporate and Vintage Health.
Vintage Corporate Limited specialises in employee benefits and auto-enrolment. We have a dedicated team administering schemes for all of our clients. We aim to deliver intelligent and cost-effective solutions, in order to help employers manage staff benefits from workplace pensions to and flexible benefit schemes. For more, please visit <url hidden>.
At Vintage Health Limited, we provide advice to both corporate and individual clients and offer independent advice across a wide range of insurers. We offer our clients a ‘whole of market’ review when they are selecting a private medical insurance policy. Our advisers aim to recommend policies that meet the client’s current needs and requirements, rather than focusing solely on cost. For more, visit <url hidden>.
The company has built up a strong reputation for imaginative solutions, exemplary service and true professionalism in a complex market.
We can advise you on:
• Mortgages
• Investments
• Business protection
• Pensions & retirement
• Savings
• Tax & trust planning
• Financial planning
• Insurance & protection
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