Charles Evans
Having retired early, former management consultant, Charles Evans, wanted to invest the bonuses earned during his career. He began working with Mike Nevill, of Vantis Financial Management, three years ago, devising a strategy for investment, inheritance tax planning, and ongoing management of his financial affairs.
“I wanted someone I liked and trusted, and because I pay a fee for the service rather than a commission, I feel confident the advice I receive is totally independent. It’s good to know there’s someone looking after my money on my behalf.” (Charles Evans)
Roger Tyndall
As a former member of Lloyd's of London, Roger Tyndall had had a significant element of risk in his investments, and was paying a high rate of tax on a large proportion of his income. Vantis Financial Management helped Roger and his wife, Irene, assemble an investment portfolio that includes PEPs, ISAs, equities and investment bonds. They also helped the couple minimise their tax bill, by making the most of their personal allowances.
"I explained everything I have, the sort of person I am, and the risks I am prepared to take and Vantis Financial Management came back with a broad spectrum of investment opportunities, which I really appreciated. We discussed each opportunity at every stage, but the financial decision was always mine. I have been absolutely overjoyed with both the service they offer me - and the individual nature of that service." (Roger Tyndall)
Philip Baron
"Very satisfied with the personal understanding of my business requirements as well as my personal financial requirements". (Philip Baron of Baron Caldwell)
Mr R Douglas-Hughes
“At last I have meant an independent financial adviser who understood me and my situation at once.” (Mr R Douglas-Hughes)