Vesta Wealth

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We are a firm of Chartered Financial Planners, offering high-quality, whole of market Independent Financial Advice to individuals, companies and trustees.

No matter who you are, what you do, or how much you earn, long-term financial security for you and your family can be greatly enhanced by speaking with experts.

The problem is that there are so many companies claiming to have the best financial products and investments. With so much on offer, it’s hard to be sure of making the right choices.

At Vesta Wealth, we recognise the importance of selecting the right financial products and investments. We also know that it takes a financial expert to weigh up all the issues and make effective decisions. That’s why we have developed our financial planning service, enabling our clients to take full advantage of Vesta Wealth’s experience and expertise. We are also investment managers, which allows us to offer our own investment solutions, where appropriate.


Latest News

Investment market update – April 2022

It was a difficult first quarter for investment markets to start 2022. Concerns surrounding inflation and the ongoing war in Ukraine weighed heavily on investor sentiment. Of all major asset classes only UK equities have provided a positive return as Read more

April 26, 2022

Rising inflation and your investment strategy

Periods of high inflation can be concerning for investors. You want to ensure that your investments at least hold their value, but you might also have market volatility and a strained household budget to contend with. Modest inflation is good Read more

April 19, 2022

How downsizing can help with IHT

When comedian Ronnie Corbett died in 2016, it transpired that he had sold his house in 2003 for £1.27m. The intention seems to have been to raise cash for his children, which would avoid inheritance tax (IHT). After the sale, Read more

April 12, 2022