Financial Planning

We understand that when it comes to financial planning, our members are looking for independent trusted advice that adds value. Circle Square has selected Vintage Wealth, on the basis of their personal service, to join our trusted providers to advise our members on their financial futures.

Vintage Wealth is a medium-sized Independent Financial Adviser (IFA) practice authorised and regulated by the Financial Conduct Authority (FCA). Based in North London, the company offers a wide-ranging service to clients in both the individual and corporate markets. The company has built up a strong reputation for imaginative solutions, exemplary service and true professionalism in a complex market.

Below are more details on the types of advisory services available to Circle Square members.

Financial Advisory Services

Vintage Wealth Management provides a full suite of services and is committed to building lasting relationships underpinned by mutual understanding and trust. They have 25 fully FCA regulated individuals, including specialist advisers, renowned for their industry insight and holistic approach effectively applied to even the most complex planning situations.

Vintage services cover financial planning, Tax and Estate planning (Inheritance Tax Planning and Post retirement planning), savings and investments, personal protection as well as mortgage and equity release services.

The Circle Square offer

Vintage Wealth understands that there are many elements to consider when it comes to managing your wealth, which is they recommend undertaking a regular financial review or ‘health check’. Their wealth management team are available to conduct a no obligation complimentary review on your behalf, focusing either on you as an individual or on your business or both. Conducted via Zoom, this session can be tailored according to your requirements, with our team of specialists able to explore any challenges and ide

Please contact Teresa, our membership co-ordinator, for an introduction to Vintage Wealth.

Formed by two directors who have worked in the Financial Services industry since the 1980s, the Vintage Wealth Management (VWM) story began with Vintage Financial Limited which resulted from the merger between Bond and Stein Limited and Aztec Financial in 2004. VWM subsequently evolved to focus closely on high-net-worth individuals, private investors, and entrepreneurs. Our offering to private clients spans the full array of financial planning services, including residential mortgages, equity release, post-retirement planning, family protection as well as tax and estate planning. We offer our corporate clients commercial finance, business protection, as well as SIPP’s and SSAS.

We also offer a Centralised Investment Proposition (CIP) service on an advisory basis or on a managed portfolio basis by our associated company Vintage Asset Management, offering a range of active and passive investment solutions selected from the whole of market. 

As traditional advisers with forward-thinking ideas, diverse experience, and an extensive network, we have an unrivalled reputation for visionary solutions and delivering customer service of the highest standard.

Independent financial advice