Vita Financial Planning
Vita Financial Planning

Testimonials

We are proud of our Award Winning financial advice reputation, however what really makes our work rewarding is our clients' comments and feedback.

Here are some extracts of the wonderful feedback we have received from our clients.

 

Since being introduced to Anthony and his team I, for the first time, feel as though our short, medium and long term financial planning is in safe hands. They have introduced a clear vision and plan for my finances, and the performance of the portfolio is testament to this.
Darren – IT contractor

My late husband's finances were complicated and rather extensive. Anthony came to see me and capably assessed the situation which he handled with tact, expertise and kindness. He explained very clearly and patiently each move or transaction which I, could clearly understand.
I have absolute confidence and faith in Anthony whose prime consideration is for his client's benefit for their immediate and future needs.

Audrey – Retired widow

Anthony Caldwell has been our financial adviser for many years. He has competently directed our finances through the different needs of our family life to date. We consider him trustworthy and professional
Lyn - Retired

I had thought I was managing my finances satisfactorily, however following my introduction to Anthony I realised that I had been simply 'treading water'!

From the start Anthony got to know me and to understand my concerns and the risks I was, or was not, prepared to take. He makes regular contact and meets with me with a full update as over the months I have added to my portfolio with him as and when funds become available.

It is now 6 years since my first meeting and I have now retired; Anthony has ensured that my pension income provides for me to have the life style I wish for.

Such is my regard for him and his team that I instructed him to take care of my Aunt's financial needs; at 94 and in residential care, I have also recommended him to a personal friend and a former business associate.

Christine – Retired

I have been a client of Anthony's now for more than ten years and have always found his advice very sound , sensible and more importantly, appropriate to my personal needs. He listens and understands my circumstances which makes me feel comfortable and satisfied with his recommendations.
Tina – retired HR executive

We have been advised by Anthony for over 6 years now and have been really happy with the excellent investment advice that he has provided. He is extremely knowledgeable, has a great understanding of his clients' needs and is able to communicate complex financial advice and risks clearly and patiently. We would highly recommend is services.
Karen & Martin – Solicitor & company director

Anthony Caldwell has been our IFA for five years. He came recommended by a friend whose judgement we trust and we have been very happy with all that Anthony has done for us. We have found him easy to talk to, discreet and knowledgeable and his ability to mix some humour into meetings makes them not quite as tedious as they might otherwise be! His colleagues in the office are wonderfully helpful too. Anthony's company provides a sound, reliable and responsive service.

Anne & Matt – Painter & Business Director

Albert Einstein once said words to the effect that the true definition of genius is 'making the complex appear simple'. For me, finance and pensions and investments and ISAs and all that jazz is significantly more incomprehensible than quantum theory - and the genius of Anthony and his colleagues is that they have made the subject not only simple but even - at times - interesting for me! And what's more it's all done with a smile. A truly brilliant service which I'd highly recommend.
Symon – Senior Sales Executive

 

Anthony takes a very pro-active approach to managing our finances in what is an increasingly difficult environment. Between him and Yasmin we feel confident that our affairs are being thoroughly attended to, and that if there are options we should be considering, they are presented to us. The implications are clearly spelled out and we feel we are making considered decisions, not based solely upon following the latest fads.

Gregg – Company Director

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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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