Meet the team
Anthony Caldwell BSc (Hons) Dip PFS
He began his career in financial services in late 1995 in central London, advising clients on investment, pension and protection.
He has over two decades of financial sector experience, and has worked at a national level with organisations such as the BBC, medium-sized pharmaceutical companies, and many smaller entrepreneurial and local businesses in the Hertfordshire area.
He has a disciplined approach to developing financial plans, giving clients the best service he can. His starting point is establishing what a client’s long-term objective and financial goals are, and firmly believes that "A Goal Properly Set is Halfway Reached".
He is married to Caroline, they have two daughters and have lived in St Albans for over 20 years.
Client Relationship Manager
Yasmin has developed her career in financial services since 1996 and has worked with Anthony in some capacity since 2000, supporting him and his clients when she was part of a large national organisation in the financial services industry. Yasmin eventually joined Anthony to work with him in 2011 to help manage clients and the office, providing clients with steadfast service using her strong administration and organisational skills.
Yasmin is St Albans born and bred, moving to Welwyn in 2015. She is married to Chris with whom she travels with as much as possible, visiting family in Sweden when time allows it.
Kim has been working in financial services on and off since 2003, working with Anthony as his support within a provider firm. Following a career break to have her children, Kim started working with a small IFA firm, moving to work with Vita from April 2016. Kim completed her Financial Planning exams in 2020 and is now working alongside Anthony as a second adviser.
Kim lives in Royston with her husband Mark, their two young daughters and their Chocolate Labrador Paddy.
Accounts / Business Planning
Caroline started her career in customer services and then she worked in recruitment and HR for approx 15 years.
After a career break for a number of years to start their family, Caroline joined the family business taking responsibility for the accounts and business planning.
With Anthony they have two daughters and live in St Albans.
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