Vested Equities Advisers

Book a meeting or video conference
with one of our advisers today.

We believe that putting a face to a name is an essential step in a new advisory relationship. For clients in travelling distance to their adviser, we encourage a meeting in our offices to have an in person discussion about your investment goals. Alternatively, you can book a video conference via Skype™ with your adviser from the comfort of your home at a time that suits you.

The initial advice process

Book a Meeting
The process all starts by booking a face to face meeting with an adviser. Contact us via our online form, or simply pick up the phone and give us a call to discuss your options.
Type of Advice
Your meeting will begin with finding out about your interests and general investment plans. Through the discussion it will become clear which type of advice is best for you.
Open Account
Once you have determined that you and your adviser are a good fit, he or she will walk you through the simple account opening process.
Execute Strategy
Depending on the type of advice you decided on, your adviser will either issue a formal Statement of Advice or begin presenting you with opportunities based on your interests.

Our Advisers

Stuart McClure Investment Adviser Vested

Stuart McClure

Jonathan Thomas Investment Adviser Vested

Jonathan Thomas

Private Client Adviser
William Chien Investment Adviser Vested

William Chien

Private Client Adviser
Steve Soars Investment Adviser Vested

Steve Soars

Private Client Adviser
Lucas Chagas Investment Adviser Vested

Lucas Chagas

Private Client Adviser
Tim Sandroussi Investment Adviser Vested

Tim Sandroussi

Private Client Adviser
Mitchell Knowles Investment Adviser Vested

Mitchell Knowles

Private Client Adviser

Speak to an adviser about opening an account.