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

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

VB
    

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

VB, Retiree

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