Our team is our greatest asset
We are privileged to have such a dedicated, talented team of people, without whom we wouldn’t have made it to our remarkable 30-year milestone.
In return, we’re proud to say that we encourage all members of our firm, no matter their position, in the pursuit of continual development, supporting them to constantly improve their skills and knowledge for the benefit of themselves, their colleagues and our clients.
Our leadership team exemplify the values which drive our business forwards – professionalism, trust, collaboration and integrity. They set the vision and encourage all members of our team to be bold, proactive and the best that they can be. Without them, Vintage couldn’t have made it to our 30-year milestone.
Our planning team coach and guide our clients using their knowledge and expertise, delivering our outstanding service. They ensure that each of our clients receives the attention, care and diligence they deserve, always going the extra mile to make sure their experience is second-to-none.
Steven is our dedicated mortgage and insurance adviser.
His in-depth technical knowledge, along with his deep-rooted relationships in the housing and mortgage market, mean that time after time he and Vintage have been able to help clients in all circumstances to buy a home.
Behind our service is our dedicated operations team who allow our firm to run like clockwork, ensuring that we can deliver on our promises to our valued clients. Whether they’re keeping our systems safe and secure, handling our accounts or shouting about the great work we do, they form a vital part of the Vintage process.
Karen is our cheerleader. She joined Vintage in 2017 after discovering that she shared our vision for what an industry leading financial planning firm should look like.
She has since become a boundless source of energy and enthusiasm for our clients, our team and our brand.
Jan is the longest serving member of our team having been with us for nearly thirty years.
She is a strong advocate for best practice and the highest standards, ensuring that her work is always thorough and accurate.
Our analytical team are the ones who research, develop and formulate the advice we give to our clients. They are renowned for their dedication, hard work and diligence. Each member is currently working towards their individual Chartership with the Chartered Insurance Institute.
Lisa is our unparalleled technical expert. She is Chartered with the CII making her more qualified than many Financial Planners in the profession and dedicates her time to heading up our six-strong Paraplanning team, ensuring that the advice we give is thoroughly researched, precise and always exceeds our client’s expectations.
Sophie is an instrumental part of our team. She uses her thorough research and dedication to creating excellent, informative reports to ensure that our planning team have everything they need to deliver outstanding advice.
Her technical skills and keen analytical mind compliment her role within our technical team impeccably.
Olivia is an incredibly capable and dedicated Paraplanner, employing her sharp mind and keen analytical skill to produce outstanding results for our clients.
Her thorough understanding of cash-flow modelling helps her to create and test numerous financial scenarios, ensuring that the advice we give is second to none.
Heather is a natural-born analyst.
Despite being the youngest ever full-time member of the Vintage team, she quickly impressed everyone with her professional attitude and incredible dedication to upholding the exacting standards that we’ve come to expect.
In the short time that Chris has been at Vintage he’s become an indispensable part of the team, working hard to ensure that the financial planners have accurate information to work with and ensuring that our service is always the best available.
His thorough and work is always accompanied with a ready smile and a willingness to go the extra mile for his colleagues and the needs of our clients.
Our administrative team are the backbone of our firm. They are always on hand to answer any queries and support Vintage, ensuring that our clients receive the best possible service.
Samantha is the guardian of our exacting standards.
She is a dynamic and pivotal member of our team, ensuring that our clients receive the exceptional service they’ve come to expect for us. She also plays a key role in supporting and training newer members of our team using the knowledge gained during her long spell with the company.
Lyndsey is well known for her impeccable attention to detail.
She works consistently and methodically to ensure that our files are in pristine order and that each of our clients receive unrivalled levels of customer care.
The knowledge she has gained over her long spell with Vintage makes her indispensable part of our team.