Our Process

vantage financial planning

Our three step plan for success is super simple: It’s about getting to know you; building a financial plan to achieve your objectives; and keeping you on track. That’s it.

Get to know you

This is your financial plan; it’s about your life, your family and your long-term goals. We set up conversations to understand your objectives and your motivators, through a fact finding process. This step is about asking questions and identifying the things that matter most to you.

Build your plan

Once we understand your objectives, step 2 helps us form a visual picture of how we might power your financial plan. Our aim is to highlight where you are in your financial journey and what you need to do to achieve all your goals.

Keep you on track

The final step is to keep you on track to achieve your goals. We work with you throughout the journey, monitoring life’s changes and ensuring our advice remains relevant to you so you can stay on track to reach your financial objectives.

Talk to an adviser.

Our clients love our straightforward financial advice. We like knowing we got them the best deal possible.

Speak to one of our advisers who will be more than happy to help!

Meet the team

Trust the Numbers

Creating Personalised Solutions
For All Of Our Clients

happy clients

EXPERT advisers

Years in Business

WHAT OUR CLIENTS SAY

"Robert was very professional and knowledgeable -- he listened to what my wife and I wanted to achieve with our finances. He got us the best possible deal on our mortgage and also set up insurance policies to protect our newborn son should anything happen to either one of us. I have highly recommended Vantage Financial Planning to family and friends and would work with them again in the future."

Mark Hurley
Oulton Broad

"I’m so pleased that I took advantage of the pension review from Vantage. I’ve put substantial funds into personal pensions over the years, and to be honest never paid much attention to them. I assumed the investments that my pension company was making on by behalf would be fine. How wrong I was! Your sound advice really brought into focus how inadequate my current pension was, and with your help I am finally planning properly for my retirement. Thank you!"

Peter Boulton
London

"We have been particularly pleased with the high levels of knowledge and client care, together with an attention to detail, that was lacking when we were dealing with the banks and other previous advisors. We have also been impressed with the consolidation of our investments which has helped with our understanding and paperwork. We would certainly have no hesitation in recommending Vantage Financial Planning to friends, family or colleagues and have already done so."

Mr & Mrs Arnott
Lowestoft

Make An Appointment

You can make an appointment for a no-obligation free consultation by calling us on 01502 586627, emailing us, or by filling in our online contact form here.

Go ahead, we’d love to hear from you!