Charlotte Boardman

Vantage Wealth Management

At Vantage, we want to make financial advice available to all, so no matter your income, assets, background, finances, if you can save a little or a lot; we want to work with you. Our goal is to help all clients meet their personal lifetime objectives and plans; whether that is beginning to invest, planning for retirement, providing funds to children, buying a house – or all the above. None of us want to miss out on the things we want to do in life. What we do: We provide a wide range of services; whether you are looking to build, grow, protect or preserve your assets, we are there to support you by providing our knowledge on the right places to invest. We work closely with you across the course of your life to ensure your plans are comprehensive, suitable and flexible. We appreciate that people's lives change, and so must their financial planning. We advise on investment products, pensions, succession planning and protection; as well as with a wide range of partner businesses on other areas relevant to you. For many of our clients, we provide the peace of mind that comes from knowing their money is in the right place and will be there for them when they need or want to use it. Our Team: We believe in giving people the opportunity to move into financial services, and have built a strong team with diverse backgrounds, skills and experience. Our team now is our greatest asset; they are a group of brilliant individuals who make every day fun - and rewarding. For our team, our mission is to give a clear progression path, to ensure they know what they need to do to improve, to be promoted, to help more clients, and to specialise. The value of your investment can go down as well as up. You could get back less than you invested. Vantage Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). SJP Approved 27/03/2023