40 | Tees Business
New partner Sam Tate (centre)
with Steven Hodgson (left)
and Paul Adams, long-term
partners of Vintage Chartered
Financial Planners.
A FINE VINTAGE
Tees Business talks to the long-established financial
firm that ’s Chartering an ambitious growth
V
intage. According to the Cambridge
English Dictionary, the definition
of the word is “of high quality and
lasting value”.
Vintage Chartered Financial Planners are
certainly living up their name, continuing to
provide their long-standing clients with an
outstanding service nearly 30 years after
their formation - and now expanding to meet
increasing demand from businesses across
Teesside and beyond.
Dedicated to helping their clients achieve
their financial goals and aspirations, Vintage
provide independent financial advice to
individuals, trustees and business owners to
help them build, manage and protect their
wealth.
The firm kicked off as a partnership back in
1988 in a small Middlesbrough town centre
office, in a building now transformed into
real ale pub The Chairman and high-end pizza
palace Barbarosa within the town’s thriving
new Bedford Street regeneration zone.
But Vintage recently moved into its
modern new home on Lockheed Court within
Stockton’s bustling Preston Farm business
zone.
A spacious boardroom, conference
facilities, additional meeting space and
airy, open-style offices across a 2,400 sq ft
ground floor building has provided Vintage
with a HQ that is both a fitting venue for one
of the region’s only chartered financial firms
and also a statement of intent.
The move is designed to prepare for
further expansion as Vintage builds on its
relatively recent transformation from a firm
serving only individual clients to one serving
a much wider breadth of clients including an
increasing number of businesses.
After a steady growth throughout the
majority of its history, the past five years has
seen Vintage more than double its turnover.
The recent boom has been driven by the
firm’s business development specialist Sam
Tate. His reward for the key role he has
played in transforming both the firm’s image
and growth is his appointment as managing
partner.
His fellow partners are both part of the
Vintage furniture: Chartered financial planner
Steven Hodgson and financial planner Paul
Adams.
Paul, a founding partner of what was then
Vintage Investment Services with Sam’s
late father Adrian, says: “I am delighted to
welcome Sam as a partner in the business.
Adrian would have been extremely proud of
his achievement.”
A qualified financial adviser by the time he
was 23, Sam left for pastures new in 2006,
providing financial and mortgage advice to
high net worth clients in the City of London
before returning five years ago with a new
business development remit.