Providing financial peace of mind across the North of England since 1992

For Individuals

We help individuals create, manage, and protect their wealth. This includes pensions, investments, protection and more.
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For Businesses

At Vesta Wealth we provide business investment advice, protection, director's retirement planning and Auto Enrolment.
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For Trustees

We can run health-checks for established trusts, build investment strategies and help with Trustee Act compliance.
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We are a firm of Chartered Financial Planners and Investment Managers, offering high-quality, whole of market Independent Financial Advice and Investment Solutions.

Vesta Wealth Limited has been awarded the status of Chartered Financial Planners by the Chartered Insurance Institute. This is the gold standard only awarded to the UK’s premier financial planning firms. This means that your financial affairs are dealt with by a firm qualified to the highest standards.

Thank you for guiding us through the minefield of claiming and setting up our retirement pensions and the friendly and helpful advice with our investments.

P. & M. HCarlise

Thank you so much for all your help in finding appropriate investments.I really appreciate your time and patience explaining everything.

MLBusiness Owner, Stockton on Tees

In a very short period you have sorted our pensions problem. What we thought would be a daunting experience was handled for us in a reassuring manner.

A. & L. BCumbria

Understanding you and
your financial priorities

Money and wealth can be complex. We help by guiding you through the winding road of financial choices, even as the economy and financial landscapes change.
Every step in life involves important decisions which can impact on you and your family’s financial situation. Whatever your challenges and concerns, we can assist.
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Are you looking for a better investment solution?

Investing your capital in any economic environment can be a daunting and confusing experience. With our model portfolios and bespoke services, our in-house investment experts can create solutions tailored to your financial needs. Whether you are looking for capital growth, income, or a combination of both.
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Speak to a member of our team on 01228 210 137 or make an enquiry.

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Latest news

Investment market update – May 2024

| Uncategorized | No Comments
Political events took centre stage in May. The decision by UK Prime Minister, Rishi Sunak, to call a general election on 4th July 2024 was a surprise to both financial…

3 ways to avoid family disputes over inheritance

| Tax Planning | No Comments
Did you know that 10,000 families dispute wills every year? This estimate is supplied by solicitors, suggesting that the number of arguments that do not make it to court could…

Make a great start to the 2024-25 tax year

| Tax Planning | No Comments
The new tax year (2024-25) started on 6 April 2024. This presents both new opportunities and challenges for UK households. On the positive side, many tax allowances (e.g. for ISAs)…