Financial planning in plain English

Vital Wealth Management services the Financial Planning needs of clients in Newcastle, Gateshead and across the North East. 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.

Financial Planning

How much is enough for your desired lifestyle?

Financial Planning

We'll help you find out.

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Businesses

Planning for business owners & entrepreneurs.

Businesses

Pay less, gain more.

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Auto Enrolment

Did you know that you can do 75% of it yourself?

Auto Enrolment

It's easier than you think.

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Testimonials

Graeme is the first adviser I have worked with who challenged my thinking about what I needed from my financial products. I had various preconceptions prior to my first meeting with Graeme and rather than talk to me about products, he asked me about my family, my aspirations and my lifestyle.

GJ, Newcastle

Send us a specific enquiry

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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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Reviews and Ratings for Financial adviser Graeme Pegman, Newcastle-upon-Tyne

One of VouchedFor’s Top Rated Advisors