Financial guidance for life’s goals

Most people have aspirations in life, but not everyone has a plan for how to achieve them. At Vaughan Wealth, we help people like you focus on their goals and then create the detailed financial plan that can turn them into reality. 

Our open, honest approach springs from our founder, Andrew Vaughan, who spent over 20 years working in banking, advising wealthy private families. Feeling a little constrained by the environment and frustrated at the lack of creative financial solutions for his clients, he broke free and moved to St. James's Place as a Senior Partner Practice. Andrew is now a Fellow of the Chartered Insurance Institute, which is a very prestigious status to hold and one that few meet. 

With offices in Pangbourne serving Berkshire, London and the Home Counties, we believe that face-to-face advice is best. Our philosophy focuses on maintaining long-term trusted and transparent relationships with our clients, offering a bespoke and high-level personal service. We take the time to really get to know each client before offering any advice, which explains why so many of our clients come via personal recommendation.

Some of our clients may have received financial advice in the past and might feel a little overwhelmed, which is why we start each new financial journey by understanding their goals and objectives. We aim to bring a renewed sense of excitement and purpose to their financial planning journey. 

As a Senior Partner Practice of the award-winning St. James's Place, we are able to offer our clients out-of-the-box solutions that meet their needs, giving them the clarity and financial focus, they are looking for. We define new investment strategies that work hard on their behalf, and in many cases they find they can retire earlier than they expected or provide financial stability for their children – all with reassuring peace of mind. 

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.