Becoming a Client

If you are interested in opening an account at Vinco Wealth Management we would welcome the opportunity to discuss your financial needs. You can either send an email to enquiry@vincowealth.co.uk, fill in the contact form under ‘contact us’ and we will endeavour to call you back within 24 hours, or contact the Vinco Wealth Management office on 0207 412 8907. After an initial phone consultation, we will invite you to meet your own dedicated personal advisor either at our office or a location of your choice.

We will carry out a fact find to understand your current situation and listen to your objectives for your portfolio. Please note that the phone consultation and meeting is completely free of charge and without any obligation. All information that you discuss with us is strictly confidential.

If you choose to open an account with us, your accounts will be segregated with the aim of ensuring the highest protection available to you. Vinco Wealth Management does not hold any client funds or stocks. If you are transferring assets to us we will take care of all the administration on your behalf.

We promise every client that we will strive to continue to offer a bespoke service including competitive products and charging rates.

Throughout the year we will hold events: a great opportunity to enjoy yourself and network with our clients.

We look forward to hearing from you.