Marcus joined Vintage in 2012 on an apprenticeship scheme. On completion of the apprenticeship, Marcus was employed in a full-time capacity covering the new business, policy servicing and reviews department and has progressed to co-managing the Paraplanning department. Some of Marcus’ responsibilities include reviewing and improving internal processes, training and mentoring for the CII diploma exams.

Marcus holds the diploma in regulated financial planning, certificate in equity release and mortgage advice, award in long term care insurance and is currently working towards chartered status.

David is a Chartered Financial Planner and has worked within Financial Services since 2012.

He advises on a broad spectrum of financial planning areas, including but not limited to Pensions, Tax Efficient Investments, Estate Planning and Equity Release.

He particularly enjoys developing and maintaining strong relationships with clients and believes that everyone can benefit from a tailored, well-thought-out financial plan.

Outside of work, David enjoys spending time with his young family, travelling and being on a tennis court.

Elliot is a Chartered Financial Planner and has worked in the Financial Services industry since 2006. He joined Vintage Wealth Management in 2024 having previously worked as a Senior Financial Planner at NLP Financial Management and as an Investment Analyst at Bluefin Wealth Management.

He provides holistic financial planning to individual and corporate clients covering a broad range of their financial requirements, including investments, retirement planning, inheritance tax planning and protection. He enjoys building strong long-term relationships with clients by analysing their objectives and requirements and offering solutions to fit their unique circumstances.

Outside of work Elliot enjoys spending time with his two children, gardening, playing snooker and watching Chelsea FC.

Paul joined Vintage in 2017 as a Mortgage Administrator, immersing himself in the complex realm of mortgages. His duties include processing mortgage applications, liaising with estate agents, valuers, lenders, solicitors, maintaining detailed client records and ensuring the smooth functioning of the department.

Thanks to Paul’s unwavering dedication, he has progressed to the position of Senior Mortgage Administrator, playing a pivotal role in the department’s impressive track record of customer satisfaction.

Outside of work, Paul is an avid football player and supporter and enjoys spending time with his young family.

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Mila has more than 23 years’ experience in the Financial Services Industry. Having worked as Senior Paraplanner for several years, she brings a wealth of experience to Vintage where she is responsible for managing and undertaking client relations for team Hartnell. Mila has been with Vintage since 2005 and has been instrumental to its growth development in the financial services sector.

Zac is an authorised Independent Financial Adviser and qualified in the Certificate of Healthcare Insurance Products. He works with both private clients and corporates, advising them on how to structure cost-efficient and high-value employee benefits offerings.

Zac studied International Economics at the University of Nottingham and has previously worked as an Investment Analyst.

Geoff has spent more than 40 years working in the financial services industry, specialising in employee benefits and investment markets. He is an experienced corporate adviser and has several clients with payrolls in excess of 1000 staff.

Geoff’s extensive knowledge of the industry and exceptional communication skills have been fundamental in cementing long-term relationships with his clients.

Nick has worked in the financial services profession for more than 23 years and has a wide range of experience in individual and corporate financial planning. As well as holistic financial advice, Nick also advises in the more specialist areas of inheritance tax, investment and wealth planning, with a view to tax mitigation. In his role as adviser, Nick often liaises with other professionals including accountants and solicitors.

Pam Howard has been at Robert Stein’s side as his P.A. for the last 22 years and has seen the company more than treble in size during that time. Her spare time is spent writing books for children, playing tennis or walking her cocker spaniel.

Joel began his career in the property industry in 2012, starting out in residential agency just down the road from our offices in Finchley Central before moving on to Hampstead and Little Venice.

After four years of selling some of the capital’s most exclusive homes, he decided to move across to the specialist property finance space in 2016 where he has established relationships with a range of mainstream lenders, international and private banks, and smaller niche funders. His main specialist areas are bridging finance, development finance and commercial mortgages and many of his clients are repeat borrowers, some of whom have known him from his time in agency. Joel enjoys working with property investors and developers to understand their funding requirements and identify the best outcomes for them.

Outside of work Joel loves spending time with his young family and is a passionate supporter of Arsenal FC

Dean Kidd boasts nearly a decade of experience in Compliance within the wealth and asset management sector, having held positions at both large corporations and medium-sized, rapidly expanding firms. His experience spans across a variety of industries, showcasing his versatility and adaptability in different work environments.

With a strong background as a Compliance Manager, Dean brings a wealth of knowledge and expertise to Vintage. Currently serving as the Head of Risk and Compliance for all Vintage companies, he holds the SMF16 Compliance Oversight and SMF17 MLRO functions.

Dean’s role is vital in ensuring that the company operates in full compliance with regulations and has played a pivotal role in driving the growth objectives of the Vintage Group of Companies.

Phil entered the financial services profession in 2000 and joined Vintage in 2005. Since then, he has gained a broad knowledge of implementing financial planning solutions as well as business and individual protection, investments, pension and estate planning for both corporate and private clients. Phil has developed highly comprehensive tailored financial plans with wealth preservation, wealth creation and legacy planning acting as key drivers.

I am an Independent Financial Planner with 25 years of diverse professional experience, encompassing roles in commercial law, fiduciary services, and financial planning. As a former practicing attorney and legal adviser, I have a strong background in corporate and commercial law, and I am an admitted advocate in the High Court of South Africa. With nearly two decades dedicated to the financial services industry, I am recognised for advising clients based on expertise, integrity, and a steadfast commitment to empowering them to achieve their financial goals. Recognising the complexity of financial decisions, I prioritise client education and empowerment. I take the time to ensure clients have the knowledge and confidence needed to make informed choices about their financial future.

Darryl has spent more than 15 years developing his knowledge, experience and expertise within the financial services industry, specifically focusing on the provision of holistic advice. His experience includes working as both a paraplanner and adviser in conjunction with a large accountancy practice, as well as being very active in the management and operations of the financial advisory business.

Having merged with Vintage Wealth Management in 2013, Darryl quickly became intimately involved with all aspects of the business, offering technical support and guidance to the advisers whilst heading up the technical department. As an ardent believer in treating customers fairly and ensuring clients fully understand the implications of their undertakings, Darryl gradually became more involved with the compliance requirements of the firm and subsequently began working within the department where he is focused on ensuring that compliance is at the core of the business.

Over the course of a prestigious career in the financial services industry spanning four decades, John has managed private client and institutional funds across the global equity markets. He successfully established a Wealth Management business for Brachers, a leading firm of Kent solicitors. Prior to that, he was a Director of Aberdeen Asset Management, with responsibility for managing the group’s investments in continental Europe.

In 2006, John co-founded European Wealth, which grew funds under management to £1.75bn by 2017, when he left to establish Broad Street Asset Management. He joined Vintage Wealth Management in November 2019 as Chief Executive Officer where he brings expertise, commitment and a successful track record of overseeing significant change and business growth management to the role.

Driven finance professional with a passion for analytics and strategic thinking. Nifshan holds a Master’s in Business Analytics and a MBA, demonstrating intellectual curiosity and a strong foundation in business and data. He brings diverse experience across operations management, financial planning and compliance, reflecting versatility and ability to thrive in diverse environments. His strengths lie in motivating others, resolving challenges with finesse and upholding integrity every step of the way.

Beyond his professional achievements, Nifshan is outgoing and personable. He builds rapport with ease and his natural confidence allows him to connect authentically in any setting. When not working diligently, he likes to explore new places and experience new cultures. Overall, Nifshan is a well-rounded, analytically sharp and dynamic talent.