Serving clients in Carlisle and across the north of England with high-quality financial planning services.
Chartered Financial Planners
Financial Planning
Welcome to Vesta Wealth.
Financial Planners in Carlisle.
At Vesta Wealth, we are a leading firm of financial planners and advisers based in Carlisle. Operating since 1992, our team has careful built up a reputation for helping local individuals, companies and trustees achieve their financial goals.
We are proud to hold the status of Chartered Financial Planners – officially recognised as the hallmark of highest professional standards in our profession. The advice and insights you receive at Vesta are well-grounded in solid research, experience and knowledge.
Our team is also a “whole-of-market” business, meaning that we can survey the full range of financial products on the market when finding suitable solutions for your needs. Get to know us through a free, no-obligation initial meeting – online, via phone or face-to-face – to find out more about us and to discuss your needs and goals.
How Vesta Can Help
Individuals
We help individuals in Carlisle identify their current financial position, where they want to go and how to get there. Whether you need help with your savings, investments, pension, estate plan or other financial planning need, our team is ready to help. Start building your financial foundation today with a dedicated, long-term financial plan.
Businesses
Local businesses are the beating heart of Carlisle’s economy, providing jobs and growth to this key part of the UK. At Vesta Wealth, we specialise in helping owners and directors to identify their corporate goals and move effectively towards them. Our services include tax planning, succession planning, business protection and more.
Trustees
We understand that being a trustee (e.g. for a charity or a family estate) is a big responsibility and often involves complex decisions about how to manage assets. Our team can help you, and your fellow trustees, navigate the UK’s intricate tax landscape and make informed decisions which help you meet your obligations and avoid common mistakes.
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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