We serve clients in and around Carlisle, helping them to grow, optimise and protect their wealth.
Chartered Financial Planners
Wealth Management
Why choose us for wealth management?
At Vesta Wealth, our team has spent many years helping clients to develop effective wealth management plans. We offer the deep knowledge you need to build and unify your investment strategies, tax planning, estate planning, risk management and more.
Established in 1992, our team has worked hard to achieve the highest professional standards – including attaining status as Chartered Financial Planners. We take a holistic approach to wealth management, believing that “real wealth” lies beyond your asset base.
Wealth is ultimately there to help you achieve your personal goals, values and aspirations. By meeting together and building a clear financial picture, we can help you craft an effective plan which moves you toward your personal long-term vision.
You can find out more about our wealth management service, and how we could help you, by contacting us for a free, no-commitment meeting (in person, online or over the phone).
How Vesta Can Help
Personalised strategies
No two individuals or families are alike. Perhaps you want to plan for retirement or save for your children's education. At Vesta Wealth, our wealth management service helps you identify and prioritise your unique financial goals and needs, crafting a coherent plan which allows you to maximise your resources and potential.
Solutions for businesses
Across Carlisle, local business owners and directors play a key role in our economy. Yet it can be challenging to manage corporate and personal wealth effectively, alone. Our team can help you identify the best ways to maintain and grow your assets, mitigating risks and making the most of available opportunities.
Tailored investment options
Growing wealth requires having a sound investment strategy. At Vesta Wealth, we can help you build a tailored portfolio which suits your risk tolerance, time horizon, goals and needs. We can guide you through different options such as shares, bonds and real estate. Going forwards, we also assist with monitoring and adjustment.
Meet The Team
Catherine Daniell
Independent Financial Adviser
Matt Gardner MA APFS
Chartered Financial Planner
Steve Jolly
Independent Financial Adviser
Stephen Parker DipPFS
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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