About Us

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.

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.

What we do

Lifestyle Financial Planning

Making your financial plan match your life plan

Investment Management

Giving you the most efficient route to reliable investment growth

Legacy Planning

Making sure you can leave a legacy to those you choose, in a tax-efficient manner

Trustee Investment

Assisting trustees to meet their legal obligations with regard to investing trust funds

Corporate

Assisting business owners and executives to make the most of their business success, extracting profits with a minimum of taxation, and protecting the business and its owners against a range of risks

About You

You’re looking for help with financial planning, building confidence that you’re likely to be able to accomplish the things you most value.

Whatever your circumstances, you’ll want to ensure you can accumulate and maintain the assets necessary to achieve your lifetime ambitions, and protect your wealth from unnecessary risks and taxation.

You’ll recognise the importance of engaging with a friendly but professional firm who can offer the highest standards of advice, client care and discretion, with a wider range of services than those offered by many traditional IFAs or private banks.

If you this describes you, get in touch with us today.

Real life objectives


You are focused on achieving real-life objectives, such as the following:

  • Ensuring you can have the lifestyle you want
  • Providing for your family’s education
  • Helping your children (or grandchildren) onto the housing ladder
  • Planning for your retirement
  • Providing for your dependents
  • Leaving a legacy

You’re looking for help with financial planning, building confidence that you’re likely to be able to accomplish the things you most value.

Whatever your circumstances, you’ll want to ensure you can accumulate and maintain the assets necessary to achieve your lifetime ambitions, and protect your wealth from unnecessary risks and taxation.

You’ll recognise the importance of engaging with a friendly but professional firm who can offer the highest standards of advice, client care and discretion, with a wider range of services than those offered by many traditional IFAs or private banks.

If you this describes you, get in touch with us today.


Send us a specific enquiry

We understand that not everyone wants to subscribe to mailing lists in order to make an enquiry, if you’d rather talk to use without subscribing please fill in this form below.

Talk to us.

We have built our entire approach to financial planning on getting to know our clients.

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 a 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.

Now that you know what we’re about, we’d like to find out what makes you tick.

Drop us a line via the form or the contact details below to arrange a friendly chat at our cost about your finances.

  • 0191 466 1266
  • enquiries@vitalwm.co.uk

Talk to us.

We have built our entire approach to financial planning on getting to know our clients.

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 a 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.

Now that you know what we’re about, we’d like to find out what makes you tick.

Drop us a line via the form or the contact details below to arrange a friendly chat at our cost about your finances.

  • 0191 466 1266
  • enquiries@vitalwm.co.uk

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