Enjoy the same transparent process no matter which success path fits your situation.
During a discovery call, you talk us through your financial life. If we both feel like it’s a good fit, we prepare a financial planning meeting. When you accept our proposal, we let you know which documents we’ll need to prepare your financial plan.
Visit us in person or via video chat for two or more meetings:
Actually, we check in with you. Implementation is key to your financial plan, and we are here to hold you accountable. Why? Because we care about your success!
As part of your plan send us any questions you have about your financial plan, your goals, or your progress.
In the months and years following our engagement, you have options for your financial journey.
Occasionally clients manage their investments themselves, and we support them 100%.
These clients are comfortable researching and selecting the right mutual funds and ETFs. They have a good feel for asset allocations and understand how to gauge investment risk and reward. They also know how to coordinate investments with their goals and genuinely enjoy managing their portfolio.
If you enjoy managing your own investments and rebalancing your portfolio over the weekend, we think that’s great! You can, and should, manage your own investments.
But if making investment decisions makes you uncomfortable or if DIY just isn’t your style, we will manage your portfolio.
It’s a smart option when you:
Investing is not super intuitive. You’ve got to understand why you are choosing certain investments. On top of that, you need to know how to avoid fees and reduce taxes.
When we manage your investments, you are in a complexity-free zone.
No confusing advisor fees. No surprise charges. No “let’s beat the market” wishful thinking. Here’s how it works:
That’s it. Seriously.
You benefit from fair, transparent management fees and investments that align with your financial plan. That way, you don’t have to worry whether you are in the right funds or whether your asset allocation coordinates with your long-term plan.
We also include lifestyle planning, so you learn how to avoid emotional or impulisive financial decision-making. You know, decisions that might come back to bite you later.
We keep you on track, so you get where you want to be in life.
Ⓒ2020 Vintage Financial Planning. All rights reserved.
Vintage Financial Services Limited is registered in England & Wales no. 05568986. Vintage Financial Services Limited is authorised and regulated by the Financial Conduct Authority no. 440622. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
If you wish to register a complaint, please write to Vintage Financial Services Limited, Invicta House, Amherst Hill, Riverhead, Nr Sevenoaks, Kent, TN13 2EL or telephone 01732 471070. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567
