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Vincent Rassat

Financial Planner DipPFS in Darby Green

A little bit about Vincent

I help busy families and business owners gain clarity and confidence in their finances, so they can take control with certainty. Together, we’ll create a tailored plan built around your lifestyle and long-term goals, so you’re ready for whatever life brings. Financial clarity is empowering; it frees you to focus on what truly matters. If this resonates, let’s connect and start your journey toward lasting financial peace of mind.

Find out more about me below.

Start the conversation

Let’s work together to see how professional financial advice could benefit you.
Contact me today

Meet Vincent

My approach to financial planning places your future lifestyle and financial goals at the centre of everything we do together.

We start with where you are financially today and we create a clear and tailored financial plan with clear financial goals.

My focus will be on ensuring that you are tax-efficient, financially prepared, and fully informed about your options.

To keep you on track, we will regularly review your financial position as your goals, circumstances, and priorities evolve.

Following a career pivot in 2019, I have drawn on both personal and professional experiences through roles including project manager, financial analyst and holistic financial planner.

This career change was a deliberate move into a vocation that genuinely adds value to people’s lives—something I am deeply passionate about.

I believe financial planning is one of the most important foundations we can put in place for ourselves and for those we care about.

My services include:

  • Protecting wealth - safeguarding you and your family against the unexpected
  • Creating wealth - maximising your standard of living as work becomes optional
  • Managing wealth - structuring investments tax-efficiently and purposefully
  • Business wealth - supporting growth and long-term profitability
  • Retaining wealth - keeping more of what you earn, legally and ethically
  • Preserving wealth - protecting your estate for future generations

My mission is to ensure you are prepared so you can enjoy genuine financial peace of mind and focus on what matters most.

I hold the CII Level 4 Diploma in Regulated Financial Planning and I am fully registered by the Financial Conduct Authority.

I am also a qualified member of the Personal Finance Society and it reflects my commitment to the highest professional standards and ongoing development.

Outside of work, I’m a proud parent to four amazing children, and family time is at the heart of everything I do. You’ll often find me at motorsport events throughout the year. I also speak fluent French, so if it’s more comfortable, we can have our conversations en Français.

If this resonates, let’s connect and start your journey.

Graphic of people in a meeting discussing the value of advice

Financial advice is about more than managing money

When people think about financial advice, they often think about investments. But financial advice can support a much wider range of decisions, helping you plan confidently for the future and make the most of the opportunities available to you.

More support than many people realise

More support than many people realise

New research commissioned by Quilter and conducted by Boring Money found that many people understand how advisers like me can help with investments, but are less aware of the wider support available through professional financial planning.

As an adviser, I may be able to help with:

  • retirement planning
  • tax planning opportunities
  • pension consolidation
  • estate and legacy planning
  • financial planning through major life events
  • managing investments through changing market conditions.

Building confidence in your financial future

Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.

If we work together, I can help you:

  • gain clarity over your options
  • understand opportunities available to you
  • stay focused on long-term goals
  • build a clear financial plan
  • make informed decisions with confidence.

If this sounds good to you, please get in touch.

 

Tax Planning, Estate Planning & Legacy Planning are not regulated by The Financial Conduct Authority.

Approver Quilter Financial Limited and Quilter Financial Services Limited. August 2026

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

Diploma in Regulated Financial Planning

  • The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.
Di
I had a one hour free consultation with Vincent via my work. Vincent was very knowledgeable about pensions, savings and investments. I’d already done a lot of research myself on pensions, but Vincent told me some things I didn’t know, and confirmed a few things I wasn’t sure about. I’ve another session booked in for early 2027, to catch up on what’s changed for me – I’m about to retire so my circumstances will change over the next few months. I’m happy to recommend Vincent and Quilter for their advice and products.
James
Very professional, friendly and approachable guy. Looked into all possibilities available to us in our difficult circumstances and was able to suggest ways forward even if we could not use his service ad present due to our commitments in our SSAS. Would highly recommend Vincent to anyone wanting to get their finances in order. He explained everything clearly and able to answer questions raised or signposted to others if not in his immediate expertise eg mortgage. Thank you Vincent, 5 star service.
Linda
Helpful advice provided. Very professional. Approachability. Information provided clearly and succinctly.
Susan
Vincent was excellent.

Vincent's location

Darby Green
Camberley
United Kingdom

Vincent is located in Darby Green and offers expert financial advice to suit your needs.

What to expect

In advising you, I follow a simple and trusted 3 step process:

1. Free intro call to understand your needs

We will arrange a time to talk about your goals and plans.

2. Personalised plan

I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.

3. On going check-ins, on your terms

I'll be there as your financial adviser to give you the support you need.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 29 April 2026.