Joel Kersen

Vintage Wealth Management names head of new commercial finance division

Vintage Wealth Management has appointed Joel Kersen to head its newly established commercial finance and specialist mortgages division.

Joel has a background in property, investments and development, having previously held advisory roles at Life Financial Solutions and SPF Private Clients.

His principal remit in his new position is to bring a more comprehensive suite of products and services to the Vintage client base.

Joel also aims to create lasting relationships with clients built upon a deep knowledge of specialist services.

He will report to John Morton, CEO at Vintage Wealth Management.

Commenting on his appointment, Joel said: “This is an exceptional opportunity for me to combine my core skill sets in commercial finance with the respected and proven expertise of our established mortgages team, thereby offering our existing and prospective customer base an even wider service offering, through the provision of access to short-term, development and commercial funding.

“I have previously worked with a number of IFAs and was therefore aware of Vintage Wealth Management's sterling reputation within the industry, so am delighted to have the opportunity to join the team."

John added: “As Vintage Wealth Management continues to grow within the wider Vintage group, the requirements and expectations of our clients develop in parallel. 

“As such, Joel will be bringing the right expertise to our already successful mortgages team to start this new division within the business and we are excited to be offering this expanded service to our clients.”

Vintage Wealth Management is part of the Vintage group of companies, a UK independent financial advisory and wealth management businesses, with assets under advice and management in excess of £1.25bn.

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