Privacy | Terms | Cookies | Client login 



Who we are

Meet the team

Anthony Caldwell BSc (Hons) Dip PFS

Financial Planner

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.

Yasmin Gibbons

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 Flin

Senior Administrator

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. She is currently part qualified as a financial planner, completing her examinations in mid-2020 and will step forward in to a client facing role as a second adviser.

Kim lives in Royston with her husband Mark, their two young daughters and their Chocolate Labrador Paddy.

Emma Grace

Administrator

Emma has been working with Vita since early 2019, having started her career in recruitment and is learning fast the complexities of the financial industry and brings with her many strong skills from her previous administration roles.

Emma lives in Enfield with her partner Harley, enjoying holidays as often as possible.

Caroline Caldwell

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.

Request an appointment


Please complete this form with your details and the reason for your appointment request. Our experts will then be in touch to arrange a convenient date and time.

  We would like to contact you about investment guides and news, events, and other ways we can help you. Please tick the box if you would like to stay informed by email. You can unsubscribe or choose what to receive from us at any time. Full details of how we use and secure your personal information is documented in our Privacy Notice.



What we think

All the latest news and comment from Vita Financial Planning


OUR NEWSLETTERS



How to find us

How to get in touch with Vita Financial Planning


CONTACT US

homer&co

ADDRESS
Vita Financial Planning Ltd
Orion House
Bessemer Road
Welwyn Garden City
AL7 1HH

CONTACT
T: 01707 244 450
info@vitafp.co.uk

Vita Financial Planning Limited is an appointed representative of The Tavistock Partnership Ltd which is authorised and regulated by the Financial Conduct Authority. FCA No.519014

The Financial Conduct Authority does not regulate Inheritance Tax Planning & Trusts

The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

Vita Financial Planning Ltd: Registered in England & Wales, No. 08420827. Registered Address: Orion House, Bessemer Road, Welwyn Garden City, England, AL7 1HH

Website design by Goldmine Media