Vita Financial Planning
Vita Financial Planning

The Team

Anthony Caldwell BSc (Hons) Dip PFS - Financial Planner

anthonyAnthony comes from a line of Cheshire farmers and grew up working hard in every school holidays, and so has growing, nurturing and harvesting in his blood. He began his career in financial services in late 1995 in central London, advising clients on investment, pension and protection.

He has 17+ years' financial sector experience, and has worked at a national level with organisations such as the BBC running their retirement & redundancy program's through to medium sized pharmaceutical companies and more often smaller corporate organisations, focusing on the individual, providing advice and planning that is always practical for and appropriate to his clients' interests and needs.

He has a disciplined approach to developing financial planning strategies and giving clients the best service he can. His starting point is always to establish what the clients long term objectives and financial goals are, and firmly believes that "A Goal Properly Set is Halfway Reached".

He moved to a Harpenden independent financial adviser office in 1998 and then to Welwyn Garden City in 2003 to take charge of his own office. He is married to Caroline and they have two young daughters and a large chocolate Labrador dog, Branston, and have lived in St Albans since 1998.

 

 

Yasmin Gibbons - client services manager

yasminYasmin, is St Albans born and bred, and has developed her career in financial services since 1996 and has worked with Anthony in some capacity since about 2000, supporting him and his clients when she was part of a large national organisation in the financial services industry. More recently she joined Anthony to help manage clients and the office, providing clients with steadfast service using her strong administration and organisational competences.

 

She is married to Chris with whom she travels with as much as possible, visiting Sweden and family there whenever time allows it.

 

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Family

We help protect you and your family's future.

 

 

 

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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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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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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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