Financial planning in plain English

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. We’ll discuss any financial products you may currently have, and we’ll suggest ways you may be able to focus your assets on achieving what’s most important to you in the future.

Once we’ve agreed a broad outline of the plan, we’ll agree a way forward for your financial plan, and confirm how we’ll charge for our advice.

Give us a call today, to arrange a meeting, and get your financial plan started.

Financial Planning

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Financial Planning

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Our latest blogs

Our latest blogs

Tax Planning 2018/19

February 26, 2019

Tax Planning 2016/17

February 24, 2017

Investment Planning – What does the new president mean for your investments?

January 19, 2017

Testimonials

GB

Graeme has helped our company through auto enrolment and also guided us through various pension plans. Graeme came across both professional and very knowledgeable. His services to our company where invaluable.

GB, Company Director

NM

Graeme assisted in advising the directors individually and collectively of the best way to proceed. We had several meetings and eventually all agreed on the suggested plans provided by Graeme. He covered all the areas of our concerns and even areas we had not taken into consideration.

NM, Company Director

RB

"Graeme has a pleasant manner, is easy to talk to, explains issues very clearly and we are delighted to recommend him. His advice to date has proven beneficial to us and we have full confidence going forward with him."

RB, Retiree

Mr and Mrs MG

Graeme is very conscientious and thorough, and he will definitely suggest what he feels is the best deal for your personal circumstances. It is refreshing to deal with someone so genuine and honest and we would not hesitate to recommend him.

Mr & Mrs MG, Northumberland

RM

I find that his approach to be refreshingly different. He offers the financial services that would be of most benefit to you and not for him. He finds out whatyour aims are and then finds out whether it is achievable. Graeme explains everything in plain English and there is no hard sell.

RM, Company Director

AP

Graeme provided excellent, objective advice at all times, backed up by sound & comprehensive research. Graeme guided the Directors of the company through the decision-making processes, allowing us to choose a suitable, value-for-money pension that suited the profile of our workforce, and the requirements of the company.

AP, Company Director

GJ

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

VB

"Talks layman’s language about investment options – a subject that we have only a basic knowledge in."

VB, Retiree

GL

"Graeme has provided excellent support to me personally over a difficult time and has also supported clients of my practice. I have no issues in recommending Graeme."

GL, Chartered Accountant

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

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

Financial planning in plain English

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. We’ll discuss any financial products you may currently have, and we’ll suggest ways you may be able to focus your assets on achieving what’s most important to you in the future.

Once we’ve agreed a broad outline of the plan, we’ll agree a way forward for your financial plan, and confirm how we’ll charge for our advice.

Give us a call today, to arrange a meeting, and get your financial plan started.

Financial Planning

Financial Planning

Businesses

Businesses

Auto Enrolment

Auto Enrolment

Our latest blogs

Tax Planning 2018/19

Tax Planning 2016/17

Investment Planning – What does the new president mean for your investments?

Our latest blogs

Tax Planning 2018/19

Tax Planning 2016/17

Investment Planning – What does the new president mean for your investments?

Testimonials

Send us a specific enquiry

Talk to us.

Talk to us.

Sign up to our Newsletter

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