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.
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.
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.
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.
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.
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.
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.
Reviews (4)
Karl McCracken
Aug 05, 2019
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Really helpful advice from Graeme when I was setting up the auto-enrollment pension for Recyke y'bike. It was great to meet a financial adviser who's over-riding aim was to help me understand the nature of the decision I needed to put to the charity's trustees. As a result, we set up a pension scheme that was easy to administer and has very low fees, maximising the benefits to staff.
Alan Harrison
Jun 28, 2019
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Graham gave my wife and I very good advice concerning the best options to take with my pensions on retirement. He explained everything in a clear and concise way and made you feel at ease with his professional but friendly approach. I would have no hesitation in recommending Graham to anyone needing sound financial advice.
Steve Blair
Aug 28, 2017
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Graeme responded quickly to my initial request for a meeting, and set up a free face to face consultation later that week. The initial meeting ended up lasting 3 hours, as Graeme made sure we covered every aspect of my needs, spending time to explain any areas of confusion clearly and concisely. Graeme was very clear on the services he offered and was upfront and honest in discussing whether they were right for me and my specific circumstances. I wouldn't hesitate to recommend anyone looking for financial advice to get in touch with Graeme.
Giles Johnston
Sep 21, 2016
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Graeme Pegman, from Vital Wealth Management, has helped me greatly with sorting out my financial arrangements. Graeme has a professional, but relaxed, manner and was able to ask me some really good questions which helped me to clarify what I wanted to achieve from the financial side of life.
If you are unsure about working with a financial advisor then I recommend that you speak to Graeme from Vital Wealth Management and let him put your mind at ease.
If you are unsure about working with a financial advisor then I recommend that you speak to Graeme from Vital Wealth Management and let him put your mind at ease.
