Serving clients in Cumbria and across the north-west of England. Gain the clarity you need to move forwards, today.
Chartered Financial Planners
Financial Planning
Welcome to Vesta Wealth.
Financial Planners in Cumbria.
Vesta Wealth is an experienced team of financial planners and advisers based in Cumbria. With our roots dating back to 1992, our team has nurtured strong relationships with clients in the local area – helping individuals, companies and trustees in realising their financial objectives.
As Chartered Financial Planners, we are recognised as being listed alongside the top financial planning firms in the UK. Our status is a symbol of our dedication to professional excellence, ongoing improvement and putting our clients’ needs first.
As independent financial advisers, you can also be confident that we are able to survey the full range of financial products and options on the market – finding solutions best suited to your requirements. Find out more about us, and discuss your needs and goals, by scheduling a complimentary initial meeting with us. This can be conducted online, over the phone, or in person, without any obligation on your part.
How Vesta Can Help
Individuals
We specialise in assisting individuals and families across Cumbria with their financial planning needs. Our clients come to us for pension planning, inheritance tax planning, help with savings and investments, protection and more. We can also craft a holistic, long-term financial plan to integrate all of your wealth and finances under a single plan.
Businesses
Across Cumbria, local businesses play a vital role in driving jobs and the wider regional economy. At Vesta Wealth, we offer dedicated financial planning to assist owners and directors to achieve their corporate goals. Our comprehensive range of services includes tax planning, succession planning, business protection and much more.
Trustees
The role of a trustee is not always a light load to bear. We appreciate that managing others’ assets often brings difficult decisions. Our Cumbria financial planners can help you access and interpret the information you need to navigate the tax landscape confidently, arriving at choices that you (and fellow trustees) feel confident about.
Meet The Team
Catherine Daniell
Independent Financial Adviser
Matt Gardner MA APFS
Chartered Financial Planner
Steve Jolly
Independent Financial Adviser
Kevin Collier
Independent Financial Adviser
Gary Mirfin ACII APFS
Director
”Thank you so much for all your hard work in preparing the Transfer Analysis Report and cover letter, everything is as I had expected and very much meets my approval. I am so happy to have finally found a company that has understood my request and prepared exactly what I have requested.
GCarlise
”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. We are both happy with the arrangements, we are now able to plan our future. Many thanks for everything you have done.
A. & L. BBusiness Owner, Stockton on Tees
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