MEET THE TEAM
THE BOARD
CEO
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.
DIRECTOR
Geoff has been in Financial Services since the 1980’s and has vast experience within the Employee Benefits arena, now focusing on private high net worth individuals. Geoff’s experience in offering advice to Global Corporates has allowed us to expand our offering from solely servicing SME businesses to large private and public companies.
DIRECTOR
Robert started his career in the insurance industry in 1980 and has significant experience in working with introducer relationships, that have over time led to formal Joint Venture arrangements, which form a keep part of Vintage’s referral introductions.
COO
Lee is a Senior Financial Planner within Vintage Wealth Management. He manages a client bank, sits on the Investment Committee, and helps with business strategy.
He is a Chartered Accountant, Chartered Tax Adviser, and qualified Investment Manager dealing with high net worth clients. He has over 30 years of experience in the financial planning and accountancy industry.
Lee was a Director of the Investment Management group of BDO where he worked until 2005. He was a partner of Nyman Libson Paul Chartered Accountants and founder and Chief Operations Officer of the NLP Financial Management Group which he sold in March 2021. He continued working at the NLP Financial Management Group until October 2023.
Lee has developed several investment opportunities for clients with one property development investment worth over £250 million. Whilst managing various financial management businesses he has always maintained an extensive client bank.
ADVISERS
ADVISER
Glen has been a Private Medical Insurance broker since the 1990s following a career in the luggage business. Glen merged his company Hightree Health with Vintage Financial in 2015, forming Vintage Health. Glen has a wealth of experience in the industry advising both corporate and personal clients on their medical insurance requirements.
BUSINESS DEVELOPMENT MANAGER
Zac joined Vintage Health in 2016 following his previous role as Business Development Manager at Vintage Asset Management. Zac’s role as Business Development Manager is to manage the new business and renewal process, ensuring that all clients are looked after from the first point of contract throughout the entire advice process. Zac is authorised Independent Financial Advisor and qualified in the Certificate of Healthcare Insurance Products.
CLIENT RELATIONSHIP MANAGERS
PMI EXECUTIVE
CLIENT RELATIONSHIP MANAGER
Adam joined Vintage Health in May 2017. He has over 12 years experience in the general & life insurance industry. Adam previously worked for American Income Life in Arizona, where he was a field sales consultant before returning to the UK in 2012.
CLIENT RELATIONSHIP MANAGER
Administrator
PMI Adviser
MARKETING & BUSINESS DEVELOPMENT
DIRECTOR OF BUSINESS DEVELOPMENT
Bernard has more than 30 years’ experience in Financial Services working for major companies including Prudential, AXA and Scottish Widows.
Having operated at senior management and director level for the past 15 years, he brings a wealth of experience to Vintage where he is responsible for the further recruitment and management of the advisory team, as well as increasing business flow and managing the requirements of our joint venture companies.
In addition to his industry recognised qualifications, Bernard is a Certified Change Management Practitioner and a Prince2 Practitioner in Project Management.
MARKETING EXECUTIVE
Ariella has over 13 years of experience in the design industry, specializing in branding and marketing for startups. With a strong background in branding, she brings a wealth of knowledge to Vintage, where she runs the marketing department and drives its development.
Ariella is constantly pushing boundaries in the marketing field, with a vision to revolutionize the financial services industry. One of her key experiences in her career working as a product buyer has provided her with invaluable insights into what drives product sales. Ariella’s unique blend of business acumen and innovation allows her to conceptualize ideas that transform ordinary products and services into must-have items, fostering brand loyalty and memorable brand experiences, setting her apart in the industry.