A Fine Vintage

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Vintage Chartered Financial Planners

Tees Business talks to the long-established financial firm that’s Chartering an ambitious growth…

Vintage. 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 bustling new Bedford Street regeneration.

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 but 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 – pictured above (centre) with long-term partners Steven Hodgson (left) and Paul Adams.

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.

“I was brought back in specifically to bring in new business and to help develop our existing strategies,” he explains. “We wanted growth but were restricted from a resource point of view as Paul and Steven were consumed in ensuring that our existing clients were given the same outstanding level of service Vintage has provided from day one.

“The financial market has transformed beyond recognition since Paul and my dad launched the business 28 years ago.

“So one of the things we looked at were areas where we felt we were missing opportunities. Even just a few years ago we were almost solely looking after individuals.

“Whilst we’ve continued to grow and improve our services to individual clients, we also spent more time going out there to win new business and started to provide more key man insurance and business protection.”

But Sam, who is now responsible for the firm’s strategy, planning, marketing and core management duties, insists that what has been achieved to date is just the start.

Vintage is actively looking to recruit high quality Chartered Financial Planners to work alongside its existing team of 10, with their spacious new headquarters providing plenty of additional office space for new arrivals.

The firm is also leading advanced talks with National Skills Group to launch Teesside’s first Financial Services Apprenticeship Scheme, with plans already in place to provide opportunities for the firm’s first two apprentices, one focusing on paraplanning and the other on financial services administration.

Sam adds: “We’ve achieved so much over the last few years but our new premises put us onto a whole new plain.

“Within a relatively short space of time we’ve achieved Chartered status – which is the gold standard of excellence and integrity within the financial sector – and substantially increased our turnover.

“We want to continue to be known for the exceptional quality of our service and as Teesside’s elite chartered financial firm.

“We’re very happy to be judged on our results and performance, and our growth will be managed in a way that these things are never compromised. While other firms talk, Vintage do.

“It’s been a slow burn over nearly three decades but we’re now positioning ourselves for further growth. Exciting times are ahead.”


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