Financial Planning - Circle Square

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 two trusted firms, on the basis of their personal service, to join our Marketplace 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.

Saunderson House provides a comprehensive financial planning and investment management service to high net-worth individuals, charities and trusts. Saunderson House is authorised and regulated by the Financial Conduct Authority and are a wholly owned subsidiary of Rathbones Group plc. Their reputation is built on strong client-adviser relationships, with decisions and recommendations for clients are constructed purely with their financial interests and goals at heart.

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.

Saunderson House’s award-winning investment proposition is based on macroeconomic research and active allocation. Known for a disciplined, research-driven and, above all, valuation-focused investment management process, they keep things simple by focusing their analytical resources on the four key asset classes; equities, fixed income, property and cash. In addition to having a track record of delivering strong returns, their investment philosophy also results in diversified and transparent portfolios, with a high degree of liquidity.

As a result, clients receive advice from highly qualified professionals offering solutions from leading investment and product providers across the whole of the market.

Saunderson House have put together a helfpul checklist for the tax year end to see if you have used the allowances available to you to make your money work harder. Tax Year End Checklist

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 identify relevant cost-effective solutions.

Saunderson House will hold an initial meeting with members free of charge to discuss their financial position and objectives and to explain the cash flow planning service in further detail. As an independent firm of Chartered Financial Planners operating on an hourly rate basis, this meeting provides members a very valuable independent view of their financial situation from the highest quality advisers.

For those who want to follow up with a long term cash flow forecast and a further more detailed meeting to discuss the forecast and commentary, Saunderson House will charge a significantly reduced fixed fee to members of Circle Square.

Please contact Teresa, our membership co-ordinator, for an introduction to Vintage Wealth and/or Saunderson House.

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.

Founded in 1968, Saunderson House are a leading firm of independent wealth managers based in the City of London providing award-winning financial planning and investment services to busy professionals and other high net worth individuals. We currently advise over 2,000 clients. We have a single-minded focus on helping our clients grow, preserve and pass on their wealth. This is coupled with the highest standards of client care and a commitment to shouldering the administrative burden.

We attract, train and retain advisers of the utmost levels of competence. Our corporate Chartered Financial Planners status demonstrates that we consistently achieve best practice levels of knowledge, capability and ethical practice, and we make it a priority for all our advisers to gain individual chartered status.

Passionate about our independence, we provide hourly rate advice and have no products of our own to sell.

We take pride in our reputation for excellence and invest in our people and resources to continuously support this. The depth and breadth of expertise offered and our focus on client service is further recognised by being nominated for, and winning numerous awards, including:

Best Wealth Management Adviser at the Money Marketing Awards 2017
Winner of Best Pension Planning Firm at the Wealth & Money Management Awards 2017
Awarded the Gold Standard Award in 2016, 2015 and 2014 for Independent Financial Advice
Winner of Excellence in Inheritance Tax and Estate Planning UK at the Corporate LiveWire’s 2016 Finance Awards