Investing does not need to be daunting or for the select few. We help people across the North to grow their net worth and meet their goals.
Chartered Financial Planners
Savings & Investments
Tailored investment solutions, for
everyone.
Investing your capital in any economic environment can be a daunting decision. Whether you are looking for tax-efficient capital growth, income, or a combination of both, here at Vesta Wealth we can craft the strategy and asset blend you need to achieve your aims.
We appreciate that savings and investing can be shrouded by jargon, so we make it a priority to make investing understandable and accessible at every step of the journey. Our experienced financial planners will ensure that you feel comfortable in the knowledge that you have been recommended the right investment to meet your financial aims and objectives. Regular reviews will give you peace of mind that your investment continues to deliver the right solution for you.
Unlike most financial planners, we are also discretionary fund managers. Our in-house investment experts work closely with our financial planners to create the ideal investment solution for all types of investors.
How Vesta Can Help
ISAs
Are you looking to save as tax-efficiently as possible? ISAs can be a great investment wrapper for all financial goals. Here at Vesta, we can help you make the best use of your annual ISA allowance to achieve your saving and investment objectives.
Investments
Are you getting the most out of your allowances for capital gains tax, dividend tax and personal savings? Is your portfolio strategy as strong as it could be given your goals, risk appetite and investment horizon? Our team can be the fresh, experienced set of eyes you need to optimise your investments and keep them on track.
SIPPs & Pensions
Most retirement savings - such as those in a workplace pension - are invested in shares, bonds and other asset classes. Are these organised to the best they can be, and do they truly reflect your goals and risk appetite? At Vesta, we can help ensure your investment strategy for retirement is growing as it should.
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 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
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