APFS  

CHARTERED FINANCIAL PLANNER

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.

FPFS Certs (MP&ER) IMC, QFA

FINANCIAL PLANNER

Callum joined Vintage in 2021, he is a financial planner & a Fellow of the Personal Finance Society. Callum primarily works with individuals and companies and takes pride in creating long term relationships with his clients by providing holistic financial planning and wealth management solutions. Callum has worked with high net worth and ultra high net worth individuals developing highly comprehensive tailored financial plans with wealth preservation, wealth creation and legacy planning acting as key drivers.

Dip PFS, BA (Hons)

FINANCIAL PLANNER

Sam is part of Vintage Wealth Management’s adviser team and joined the industry after graduating from University. He works with clients with a multitude of varying circumstances and provides them with the confidence to make well-informed decisions on their own finances by offering tailored advice to both businesses and individuals. Outside of work Sam enjoys playing golf, watching his football team Nottingham Forest, and plays rugby for a team in London as a front row prop.

HEAD OF MORTGAGES

Pauline boasts a remarkable 35 years of experience within the financial services industry. Her career journey began at renowned high-street banks including Barclays and Bank of Ireland, where she honed her skills in financial planning, investments, and mortgages. Pauline has an impressive 30 years of experience as a mortgage broker, specialising in tailored borrowing solutions to meet her clients unique financial and personal needs.

Pauline joined Vintage in 2012 and quickly progressed to assume the role of Head of Mortgages in 2015. She takes prides in delivering professional, ethical, and honest advice, all while maintaining a high level of customer service. Navigating the complexities of the mortgage market can be daunting, but with Pauline’s comprehensive knowledge and unwavering dedication, she is committed to identifying the lender that aligns best with her clients’ financial and personal objectives.

HEAD OF COMMERCIAL MORTGAGES

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

BUSINESS DEVELOPMENT MANAGER

Shaun has more than 30 years’ experience in Financial Services, working for a number of the largest companies in the Financial Services sector including Aviva and Friends Provident. Shaun was also for 10 years, a Director of a large firm of Regional Independent Financial Advisers where his focus was on Sales Management and the Corporate Pensions market.

With the introduction of the Auto-Enrolment legislation in 2012, Shaun focused on advising corporate clients through the legislation and building and developing long-term corporate client relationships. Shaun’s role is focused 100% on the development of Corporate Pensions and Auto-Enrolment using his knowledge and experience to ensure all corporate clients comply with the AE legislation.

MANAGING DIRECTOR - PMI

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.

PMI ADVISER

Danielle has more than 15 years of experience in Private Medical Insurance and Employee Benefits, working for reputable companies including Towergate, Brown & Brown, and AXA.

Having worked as a PMI Adviser for several years, she brings a wealth of experience to Vintage, where she is responsible for advising individual clients on private healthcare solutions, supporting employee benefits schemes, and managing relationships with leading insurers. Danielle enjoys building lasting relationships with her clients, advising on complex underwriting needs, and negotiating with insurers to secure the best possible terms tailored to each client’s unique circumstances.

She holds the Cert CII (Chartered Insurance Institute) qualification and is currently working towards her Diploma in Insurance. Since joining Vintage in 2025, she has quickly become a valued member of the team, contributing to its ongoing success in the health insurance sector.