Serving the Teesside Business Community | 33
Sam Tate, managing partner of Vintage
Chartered Financial Planners, on why the
Stockton-based firm is growing to meet
an increasing demand for its services…
A
s we enter our 30th year, we’re
delighted to be strengthening our
team and continuing to enhance our
reputation as a progressive financial planning
firm that offers an outstanding service
to families and business owners across
Teesside.
We understand just how important it is to
stay ahead of the curve and we’ve always
been a firm that has championed innovation.
Therefore, our team and the technology
we use develop continuously to ensure we
maintain the highest possible standards.
Since July 2017, we’ve increased staff
numbers from 11 to 17 (including partners), in
line with exceptional growth during this time.
We’ve achieved this by bringing on board
an additional financial planner, innovative
technology experts, an experienced
marketeer and developing the role our
talented paraplanners play in forming the
advice we give.
The financial services sector has evolved
dramatically over the past few years with
an increased emphasis on teamwork
across departments and a higher level of
expertise within all roles. The focus is now
on a collaborative approach which serves to
substantially improve the client experience.
One of the key new roles within Vintage
is that of the financial planning analyst. This
is a technical development from the role of
paraplanner, which initially emerged around
10 years ago, and now forms a key part of
the setup of any forward-thinking financial
planning firm, though many outsource this
work.
The growth of our team of analysts began
THE AGE
OF THE
ANALYST
with the addition of Lisa Tipton, who holds
individual chartered financial planner status
with the Chartered Insurance Institute.
Lisa has been a force in financial planning
for some time and is adept at developing
processes and ensuring our advice is not
only compliant but fits the objectives and
needs of the client impeccably.
Lisa heads up a team of five, overseeing
delivery of the advice the financial planners
present to their clients. Her team is
responsible for researching and preparing
suitable recommendations in line with the
client’s needs and objectives and ensuring
that all technical research is completed to the
highest possible standard.
As our team continues to grow, our track
record for retaining staff remains strong,
with several members of our team having
been with us for more than 20 years. The
longest serving member of the analyst team
is Sophie Hendy who has been with the
firm for four years and holds a Diploma in
Financial Planning. Sophie supports Lisa in
the training and development of the more
junior members of the team.
The team has also been enhanced by the
additions of Olivia Hood and junior members
Chris Jackson and Heather Camsell-Graham.
Olivia brings with her three years of
experience in an analytical role, while Chris
is just beginning his promising career after
joining from college. Heather initially joined
Vintage a year ago as an apprentice but
quickly impressed the leadership team with
her dedication and desire to learn.
We truly value the contribution our team
members make and take their ongoing
development very seriously. We encourage
the whole team to undertake continuous
professional development, no matter what
role they play within the firm. The analysts
are asked to firstly work towards a Diploma
in Regulated Financial Planning and then
towards individual Chartered status. One of
our key aims is to ensure that all staff are
empowered to reach their highest potential.’
In October this year we will be celebrating
our 30th year in business which we attribute
to our exceptional client relationships,
talented team and dedication to innovation.
We offer financial planning advice to
individuals and businesses across Teesside
from our office at Preston Farm.
For more details about how Vintage Charted Financial Planners can help you or your
business, visit vintage-fp.com or call 01642 525050.