For Individuals
We help individuals create, manage, and protect their wealth. This includes pensions, investments, protection and more.
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At Vesta Wealth we provide business investment advice, protection, director's retirement planning and Auto Enrolment.
Find Out MoreFor 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.
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.
Speak to a member of our team on 01228 210 137 or make an enquiry.
Latest news
We’re delighted to share some fantastic news from the team this month. Congratulations to Charlotte Hetherington and Tom Bushby on successfully passing key exams as part of their journey toward…
Investment markets have largely shrugged off the impact of Donald Trump’s trade tariffs following the announcement of various pauses and concessions. While US stock markets have not recovered completely to…
This content is for information purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult your Financial…