BQ Newsletter

Vintage undertakes brand refresh after top accolade

Wednesday 21 March 2012

A leading financial advice firm has celebrated the receipt of a major industry accolade by re-branding to reflect its broader range of services.

Vintage Investment Services, based on Teesside, has received the coveted ‘chartered’ status from the Chartered Insurance Institute.

Chartered status is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII’s Code of Ethics, reinforcing the highest standards of professional practice in their business dealings. Currently less than 1% of firms in the sector have received the attribute.

Following the milestone for the company, it has taken the decision to refresh its brand and will be known simply as Vintage, with the sub heading ‘Chartered Financial Planners’.

Sam Tate, Vintage’s business development manager, said: “The financial services industry is rapidly changing and the services that we provide are much broader than they were even ten years ago.

“The advice we give is specifically tailored to each individual following a full fact find which incorporates everything from saving for retirement, through to inheritance tax planning.

“Therefore we felt that the term ‘Investment Services’ no longer fully encapsulated everything that we do and so we had planned to bring in the more rounded ‘Financial Planners’, but now to be able to call ourselves ‘Chartered Financial Planners’ highlights the excellence which we are providing.”

Vintage’s achievement of gaining chartered status follows news that one of the firm’s partners, Steven Hodgson, had achieved fellowship status within the Personal Finance Society.

To date, less than 1% of firms have achieved Chartered Status, indicating that this a highly exclusive award reserved for the leading firms within the financial advice market.

For more information, please contact Business Development Manager, Sam Tate on , or visit