What we advise on
With nearly 50 years of combined experience in financial advising David and Andy have built up a wealth of knowledge, contacts and experience to pass on to their valued customers. Here are some of the key areas that we advise but don't hesitate to contact us for a free consultation.
Protection
Unfortunately, nobody knows what is around the corner.
At Vine we try to build a financial plan for you, that looks at the position on the basis that you will hopefully remain fit and well throughout life; we also look at the position if an unwanted and unexpected illness or death were to befall you, or a family member.
Business and commercial financial planning​
Many small to medium size enterprises face the same problems as an individual may face.
At Vine Financial Solutions, we have been providing financial planning advice for businesses for 15 years. We will carry out a full analysis of your company’s situation and formulate recommendations and prioritise each area of need.
Retirement planning
With the recent changes in Pensions legislation in April 2015, and ‘Pensions Freedom’, there has never been a better time to review your retirement plans, whether you’re still working or about to retire or even already retired.
The choices are much greater than they have ever been, and getting the right financial advice is crucial in seeing your retirement plans fulfilled.
Investing for growth income
‘An investment in knowledge, pays the best return’
Benjamin Franklin
A simple statement, but very true. Getting the right financial advice for your investments is crucial in providing the right home for your money, whether this be a simple deposit based solution or an equity based solution.
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Mortgages
Finding and buying a home is for most people, the biggest (and most stressful!) thing they will do in their life.
So finding the right Mortgage deal for you is crucial and at Vine we can do that for you.
We offer Mortgages from the Whole of the market and can find the right Mortgage for you, once we’ve completed a thorough assessment of your needs.