Vita Financial Planning
Vita Financial Planning
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About Vita

Choosing a trusted financial advisor to help you, your business and your family achieve financial security is a personal decision. The results of the financial advice you receive are realised much later in life, which is why its important to plan thoroughly.

 

We encourage our clients to dream, tell us their goals, and with that detailed understanding of you combined with our award winning and industry regulated processes we formulate a financial strategy to bring about your goals.

 

Unlike high street banks, we have access to the whole of the market propositions of pensions, investment and savings products and we can tailor to meet your needs. After all they are a bank, not industry leading specialists in pensions and investments and their services reflect that.

 

Vita Financial planning is based in Hertfordshire, we work with individuals, business owners, families and retirees in St Albans, Welwyn Garden City, Harpenden and the surrounding areas.

 

Vita is part of a much larger support organization "The Lighthouse Group" who provide regulatory support for independent financial advisers.

 

Anthony has been part of the Lighthouse network since July 2006, and Anthony was awarded Independent Financial Adviser of the Year 2012 for the network side of the business Lighthouse Advisory Services Limited, which has in excess of 200 advisers.

 

Message from Anthony

With Hertfordshire being based just North of London people's financial positions change rapidly and drastically throughout their career. I work with a huge variety of consultants and business owners living in Harpenden and St Albans who have moved to the area for work and bring with them a mixture of past financial employment and savings.

The communities in Harpenden and St Albans often refer us for pension and investment advice by word of mouth and we are proud to have such a good reputation for independent financial advice and wealth management services in Hertfordshire.

If you have a friend or family member living or moving into St Albans or Harpenden in Hertfordshire who would benefit from some better planning and pensions and investments advice we are more than happy to help and support them.

Vita is part of a much larger support organization "The Lighthouse Group" who provide regulatory support for independent financial advisers.

We have been part of the Lighthouse network since September 2006. I was awarded Independent Financial Adviser of the Year 2012 for the network side of the business Lighthouse Advisory Services Limited, which has in excess of 200 advisers.

 

The Lighthouse Group is a firm of independent financial advisers and wealth managers, listed on the AIM stock exchange. In total there are in the region of 450 registered advisers throughout the group, based in all corners of the UK.

The Lighthouse Group provides financial advice to personal and business clients via its specialist advisers and member companies. It has an annual turnover of nearly £54 million in 2017s and an exemplary regulatory record.


 

Independent, trusted financial planners and advisers:

Vita Financial Planning Ltd
Vita views financial planning as vital to financial success. We take pride in our many years' relationships with clients and in the quality of support, service and quality of advice we give them. Everything we do is governed by a strong sense of what is practical for them, and what is ethical for us.

Impartial advice
We are truly independent financial planners and advisers. We take a broad view of the full spectrum of options and use the whole of market to research our solutions and strategies from, because we are not bound by any bank or financial institution, and advise our clients with freedom and integrity.

Clear communication
There are many products, strategies and schemes to choose from, and some are extremely complex and confusing. We try to break everything down into comprehensible bits so that it makes sense to our clients, to give them the freedom to choose, to control and to exercise flexibility in their own short, medium and long term financial planning.

Quality
While we live and work in a highly regulated environment, we are always scrupulous about the solutions we offer and the financial plans we put together for our clients' protection and assets management. We never recommend anything we wouldn't do for ourselves or our own families.

 

The value of your investments can go down as well as up and you may get back less than you invested.

 

Our Digital Magazine

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families

Family

We help protect you and your family's future.

 

 

 

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families

Small Business Owners

We help you accumulate personal wealth and make your assets work for you so that you don’t have to.

 

 

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families

Widows & Widowers

We support you with the complex and daunting financial choices at a stressful time, to make the right choices for you and your family.

 

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families

Retired & Retiring

Planning for the longest holiday of your life. - We help you to plan it right.

 

 

 

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Vita Financial Planning Limited is an appointed representative of Lighthouse Advisory Services Limited, which is authorised and regulated by the Financial Conduct Authority.

 

The Financial Ombudsman Service was set up by Parliament to sort out individual complaints that consumers and financial businesses aren't able to resolve themselves. Details of how the Financial Ombudsman Service can help can be found on their website at www.financial-ombudsman.org.uk/consumer/complaints.htm or you can ring the consumer help line on 0800 023 4567 or 0300 123 9123.

 

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