Vincent Rassat

If it’s time for financial advice, I can help you

Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.

Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.

I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.

I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.

Together, we can put your money to work in a way that helps you feel confident about the future.

Tax treatment varies according to individual circumstances and is subject to change.

Approver Quilter Financial Services Limited. April 2026.

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.