Vital: one of VouchedFor’s Top Rated IFAs in 2015

adminBusiness Owners, Financial Planning, Investments, Retirement Planning, Uncategorized

vouchedfor

We are delighted to be recognised once again as a Top Rated IFA by financial adviser review site VouchedFor.co.uk. The award is bestowed upon around 400 advisers across the country, and only 8 other IFAs in Newcastle, Gateshead or the North East have achieved the website’s top-rated status, making Vital Wealth Management a reliable resource for current and prospective clients in the region.

Vital’s MD Graeme Pegman, who previously attained VouchedFor’s Top-Rated status back in 2013, was delighted to be one of the IFAs featured in the Main on Sunday’s ‘Financial Professionals’ supplement.

 

We are delighted to be recognised once again as a Top Rated IFA by financial adviser review site VouchedFor.co.uk. The award is bestowed upon just 200 advisers across the country, and only fifteen others in the region have achieved the website’s top-rated status, making Vital Wealth Management a reliable resource for current and prospective clients in the North East.

Vital MD Graeme Pegman previously accrued that exalted status back in 2013, and was delighted to be one of the 200 IFAs featured in the Main on Sunday’s ‘Financial Professionals’ supplement.

“We offer a very specialist financial planning service that puts the client’s lifestyle at the heart of our advice.”

“Being recognised as Top Rated means a great deal to me, as the accolade is based solely on reviews posted by my clients,” says Graeme. “To know that I’m providing a valued service is incredibly gratifying, and I’m genuinely humbled by the reviews I’ve received from my clients.”

Choosing the right adviser has never been more important than today, particularly with the new pension changes coming into play, and Graeme hopes that the award sees more locals seeking advice on their money matters.

“So many people in Gateshead and Newcastle would be better off if they sought advice on their finances, but often people don’t know who to trust with their hard earned money. Having a Top Rated adviser on the doorstep has got to make that decision easier!”

“We offer a very specialist financial planning service that puts the client’s lifestyle at the heart of our advice.”

“Being recognised as Top Rated means a great deal to me, as the accolade is based solely on reviews posted by my clients,” says Graeme. “To know that I’m providing a valued service is incredibly gratifying, and I’m genuinely humbled by the reviews I’ve received from my clients.”

Choosing the right adviser has never been more important than today, particularly with the new pension changes coming into play, and Graeme hopes that the award sees more locals seeking advice on their money matters.

“So many people in Gateshead and Newcastle would be better off if they sought advice on their finances, but often people don’t know who to trust with their hard earned money. Having a Top Rated adviser on the doorstep has got to make that decision easier!”

What is VouchedFor?

When foodies or travellers are scoping out restaurants or holiday destinations, they check the reviews on TripAdvisor. Those hankering for a new set of wheels might check out Autocar or Auto Express first. Checked and Vetted allows people to find trusted tradesmen with the click of a button.

And for those seeking independent financial advice? VouchedFor.co.uk is the place to go.

The free service helps people find a recommended independent financial adviser, mortgage adviser, accountant or solicitor. Visitors can search the site based on location and services provided, bringing up a list of advisers and their respective reviews.

In short, it affords users confidence that an adviser can be trusted, and allows them to make an informed choice based on their requirements and their prospective IFA’s testimonials.

What makes us different?

Vital Wealth Management prefer not to overcomplicate matters with graphs, charts and indecipherable industry jargon, placing the focus squarely on the person rather than the product.

“We offer a very specialist financial planning service that puts the client’s lifestyle at the heart of our advice,” Graeme insists. “We don’t focus solely on products, policies and investments – it’s what they do for the client that matters. If we can take the time to ensure we know exactly what the client requires, and help them understand the financial decisions that they are making, we help them achieve the true value of their hard earned assets.”

Graeme earned his Top Rated status by accruing many positive client reviews since 2013, several of which can be found below, and throughout our website.

“Being named as one of the best in the UK in the Mail on Sunday reflects that there’s an appetite and appreciation for a different approach.”

What makes us different?

Vital Wealth Management prefer not to overcomplicate matters with graphs, charts and indecipherable industry jargon, placing the focus squarely on the person rather than the product.

“We offer a very specialist financial planning service that puts the client’s lifestyle at the heart of our advice,” Graeme insists. “We don’t focus solely on products, policies and investments – it’s what they do for the client that matters. If we can take the time to ensure we know exactly what the client requires, and help them understand the financial decisions that they are making, we help them achieve the true value of their hard earned assets.”

Graeme earned his Top Rated status by accruing over fifteen positive client reviews, many of which can be found below.

“Being named as one of the best in the UK in the Mail on Sunday reflects that there’s an appetite and appreciation for a different approach.”

What our clients say about us

default image

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

October 3, 2015

default image

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

October 2, 2015

default image

"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

July 22, 2015

Talk to us.

To find out what we can do for you and your lifestyle, get in touch with us via the contact form below, or by using the telephone number and email address provided.

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