New Chamber Member – Vita Financial Planning

Dear Members,

We are very pleased to welcome Anthony Caldwell and his team at Vita, to the Chamber.

Anthony says that “Good financial planning can change your life”. He has a reputation for delivering just that.

He’s also a very approachable person with the right skills to help you solve your tax problems and reach your financial targets.

Anthony says

We are independent financial planners with 25 years experience, and our administration team have nearly 40 years of collective financial administration support to lean on.

We specialise in delivering a personal holistic long term financial planning service to clients, across Herts, Beds and Bucks predominantly.  Our clients range from company directors, entrepreneurs, small to medium sized businesses, families, widows & widowers

Our senior adviser has worked with a variety of clients from small business owners to large corporates and induvial high net worth individuals.  He is a big believer in not providing a product or service to any client that he would not be happy to receive himself. 

He has experience in working with and delivering retirement and redundancy programs within large corporations such as the BBC through to bespoke individual seminars for smaller businesses.   

As an independent financial advice business we source our products from the whole of the market place, not just a select number of companies, and all our fees are agreed in advance. 

Our key areas are –

• Holistic Financial Planning
• Investment & Savings planning – including investment ISA’s and portfolio construction
• Retirement Planning – advice both pre and post retirement
• Inheritance Tax & Estate Planning
• Protection – Personal & Business – including business owners and keyperson insurance.

Tax planning is important when providing advice and is always a key consideration when discussing the above points. As a result we are able to liaise with accountants, solicitors and other professionals as required to ensure appropriate advice is given.

At Vita we can help you define your financial goals and objectives, to help you achieve the lifestyle you want. After all, a goal without a plan is just a wish!

Vita Financial Planning Ltd

Orion House

Bessemer Road

Welwyn Garden City

Hertfordshire

AL7 1HH

 

01707 244 450

www.vitafp.co.uk