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 – February 2024

| Market Updates | No Comments
January ended with the first meeting of 2024 of the Bank of England’s (BoE) Monetary Policy Committee (MPC). Investors had been anticipating this for guidance on the future direction of…

Tax-saving ideas in retirement

| Pensions & Retirement | No Comments
After spending many years working and paying taxes, you would be forgiven for expecting little/no taxes in retirement. However, pensioners still face various tax liabilities after taking benefits. In this…

Saving on inheritance tax: a short guide

| Tax Planning | No Comments
Inheritance tax (IHT) is often called the UK’s most hated tax. It can feel very unfair to think of your assets being taxed after your death, especially after a lifetime…