Vital Wealth Management services the Financial Planning needs of clients in Newcastle, Gateshead and across the North of England. We're proud to offer impartial and independent financial advice, together with firm belief that our clients derive real benefit from investing in the financial planning process. Ultimately, we offer a commitment - to enable our clients to make informed decisions regarding their finances, giving them confidence in the achievement of lifetime objectives.
We offer a free initial meeting, where you can discuss your financial situation and your plans for the future. We'll discuss any financial products you may currently have, and we'll suggest ways you may be able to focus your assets on achieving what's most important to you in the future. Once we've agreed a broad outline of the plan, we'll agree a way forward for your financial plan, and confirm how we'll charge for our advice.
Graeme is the first adviser I have worked with who challenged my thinking about what I needed from my financial products.
We offer a free initial meeting, where you can discuss your financial situation and your plans for the future. We'll discuss any financial products you may currently have, and we'll suggest ways you may be able to focus your assets on achieving what's most important to you in the future. Once we've agreed a broad outline of the plan, we'll agree a way forward for your financial plan, and confirm how we'll charge for our advice.
Graeme is the first adviser I have worked with who challenged my thinking about what I needed from my financial products.
Services
Vital Wealth Management is based in Gateshead, and services the Financial Planning needs of clients in Newcastle, across the North of England and further afield.
We are proud to offer impartial and independent financial advice, together with the firm belief that our clients derive real benefit from investing in the financial planning process.
Ultimately, we offer a commitment - to enable our clients to make informed decisions regarding their finances, giving them confidence in the achievement of lifetime objectives.
We are proud to offer impartial and independent financial advice, together with the firm belief that our clients derive real benefit from investing in the financial planning process.
Ultimately, we offer a commitment - to enable our clients to make informed decisions regarding their finances, giving them confidence in the achievement of lifetime objectives.
A "Proper" Financial Plan is based on identifying the type of lifestyle you want, now and for the future.
It needs to account for the things that are important to the quality of your life.
It needs to include YOUR key life events - like selling a business, giving up work, or helping your kids through school or university.
It could include buying a dream home in the country, taking the holiday (or holidays) of a lifetime, helping your family onto the housing ladder, or properly planning a legacy to preserve your wealth for future generations.
It needs to account for the things that are important to the quality of your life.
It needs to include YOUR key life events - like selling a business, giving up work, or helping your kids through school or university.
It could include buying a dream home in the country, taking the holiday (or holidays) of a lifetime, helping your family onto the housing ladder, or properly planning a legacy to preserve your wealth for future generations.
Ensure you are protected in case of the loss of a business partner, shareholder or key employee.
Properly plan your business exit strategy, guaranteeing you're paid what it's worth and paying the minimum of tax.
We believe that business owners have the potential to ensure they get what they want out of life.
But many entrepreneurs are simply too busy looking after their clients to be able to take time to concentrate on how success within their business can best translate into real personal wealth.
Properly plan your business exit strategy, guaranteeing you're paid what it's worth and paying the minimum of tax.
We believe that business owners have the potential to ensure they get what they want out of life.
But many entrepreneurs are simply too busy looking after their clients to be able to take time to concentrate on how success within their business can best translate into real personal wealth.
You've probably seen the recent "We're All In" press and TV ads, publicising recently imposed employers' obligations to include (and more importantly pay contributions for) their staff into a workplace pension scheme.
You've probably received communications from The Pensions Regulator confirming your staging date and asking you to confirm who is responsible for your Workplace Pension.
But are you aware how these changes affect you, your business and your staff?
How you'll select a pension scheme, calculate your contributions, and communicate with your staff?
You've probably received communications from The Pensions Regulator confirming your staging date and asking you to confirm who is responsible for your Workplace Pension.
But are you aware how these changes affect you, your business and your staff?
How you'll select a pension scheme, calculate your contributions, and communicate with your staff?
We take the time to establish exactly what you are looking to achieve and the timeframe in which you hope to get there.
Then, and only then, can we help you come up with an financial plan to realise your aims.
It's a collaborative conversation.
No industry babble or intimidating information, just a two-way chat about your money and your future.
Drop us a line via the form or the contact details below to arrange a friendly chat at our cost about your finances.
Then, and only then, can we help you come up with a plan to realise your aims.
Then, and only then, can we help you come up with an financial plan to realise your aims.
It's a collaborative conversation.
No industry babble or intimidating information, just a two-way chat about your money and your future.
Drop us a line via the form or the contact details below to arrange a friendly chat at our cost about your finances.
Then, and only then, can we help you come up with a plan to realise your aims.
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