At Vesta Wealth, our expertise lies in helping clients to guard, expand and retain their wealth using time-honoured strategies.
Chartered Financial Planners
Wealth Management
Why choose us for wealth management?
One good reason to consider us is that we are a safe, reliable set of hands. Established in 1992, we have built a reputation as trusted, capable wealth managers in Cumbria, helping many clients in the area to achieve their financial goals.
We worked hard to achieve the status of Chartered Financial Planners, demonstrating our commitment to ongoing excellence, professional development and high standards when serving clients in Cumbria.
Each client is different. Yet our approach is very much the same. We believe that wealth management should be holistic – integrating the various parts of your financial life into a united, effective plan. This can include investment strategies, tax planning, estate planning, pension planning and more.
The main purpose of wealth management is to help you attain your own goals, values and aspirations. The first step in the process is for us to get to know you, building a clear image of your current financial position and where you want to go. From there, we can start to help you craft an effective wealth management plan.
Find out more about us by arranging a no-obligation meeting with one of our wealth managers (at our expense). You can speak with our friendly team in person, by phone or online.
How Vesta Can Help
Personalised strategies
We recognise that every individual and household is unique. Whether your goals involve retirement planning, saving for your children's education or something else, our wealth management service moves you towards your specific financial objectives. With a clear, long-term plan, you can maximise your resources and potential.
Solutions for 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 in achieving their corporate goals. Our comprehensive range of services includes tax planning, succession planning, business protection and much more.
Tailored investment options
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
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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