We Are Independent And Proud To Be Chartered

Issue 56

Vintage, Chartered Financial Planners are an independent financial planning firm based in Stockton-on-Tees, and have been providing advice on pensions, investments, retirement planning, mortgages and both personal and business protection since 1988.

During those 30+ years, the firm has continued to grow and adapt to meet the ever-changing demands of not only their clients, but the financial services profession as a whole. The firm now encompasses 18 staff, including six advisers, all of whom share the same values, ethos and beliefs to make a positive difference to the lives of each of their clients. Vintage are proud to be recognised as a Chartered firm, one of only around 900 in the UK, according to the Chartered Institute of Insurance (CII). The firm’s independence means that it is not tied to any particular providers or products, simply tailoring advice to meet their clients’ needs.


A significant part of Vintage’s day-to-day business involves pension planning and retirement advice for clients. Whether it be looking to build up a pot large enough to support you in retirement or making sense of the various options available when you do decide to stop working; these are complex and potentially life-changing decisions, with Vintage providing the expertise to help clients make the right decisions.

As previously noted, Vintage also provide advice on other areas of financial planning such as investing surplus capital or income for the future, mortgages for those looking to climb – or simply get on – the property ladder and ensuring that you and your family are protected should the worst happen. By having experts in all of these fields, Vintage ensure that clients’ circumstances are considered from a holistic point of view, leaving no stone unturned to provide peace of mind and a sound financial plan for the future. DOING THINGS DIFFERENTLY

Embracing innovation is also an important part of the firm’s future. The introduction of the new Vintage View portal provides clients with 24/7 access to their pension and investment valuations, secure messaging, property valuations, keeping track of spending and a document store amongst other features. This technology aims to help clients keep a closer eye on their finances, by allowing them to hold all of this important information in one place under one simple login.

The way in which Vintage charge for their services also aims to challenge the status quo. Gone, is the traditional and opaque ‘percentage of assets under advice’ model, instead a flat fee basis displayed in pounds and pence is preferred. This means that clients know exactly how much the advice will cost, with this being agreed in writing before any work commences. Vintage also offer a free initial meeting for prospective clients, with no obligation to proceed after this point.

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