About Us
Founded in 1998 and today run by Phillip Goldberg and Andrew Meisel, Goldberg Steele Associates is a renowned boutique IFA practice based in North London, offering a comprehensive financial planning service and impartial advice to private and corporate clients. Specialising in wealth and investment management, retirement planning and protection advice, we assist clients in achieving their financial goals through flexible and tailored solutions.
In 2010, we joined Vintage Wealth Management to expand our service proposition and offer a wider range of services, with outstanding investment research propositions and service standards.
Vintage Wealth Management has built up a strong reputation for imaginative solutions, exemplary service and true professionalism in a complex market.
A message from the principal business:
“Vintage Wealth Management have always strived to provide first class, independent and holistic advice to our clients and their families, since joining Vintage in 2010 it has become clear that Goldberg Steele share our vision in providing the service our clients have come to expect”.
Founding Members
Phillip entered the Financial Services industry in the 1980s. He previously worked for a highly respected direct advice provider before moving across to the independent sector in 1995 and building his practice on the strength of personal recommendations from clients and accountancy partners. Thanks to his advanced knowledge of the industry and exceptional communication skills, Phillip has continued to develop enduring professional connections over the years. In his spare time, Phillip likes spending time with his wife, three sons and four granddaughters. A keen guitarist, he also likes playing golf and motor racing.
Phillip Goldberg
Andrew has spent more than 35 years working in the financial services industry, initially building his own successful IFA practice. An experienced and ambitious adviser, his expertise covers a range of key areas including wealth management and preservation, protection insurance and retirement planning. Renowned for his personal touch, Andrew’s clients range from professional sportsmen and accountants to barristers, solicitors and business owners. Married with three children, Andrew enjoys playing golf, football and travelling.
Andrew Meisel
Phillip Goldberg
Andrew Meisel
Wealth Management
Effective wealth management means gaining a full overview of the options available and making informed decisions about how to make the most of your money. We offer specialist guidance on mortgages, savings and investments and inheritance tax planning, using a holistic advice model specifically tailored to support your financial goals as well as inter-generational wealth planning.
Retirement Planning
The earlier you start planning for retirement, the better your chances of being financially prepared for it. It is important to give yourself the best chance for a happy and secure future.
We will help you set financial goals and priorities, then recommend specific steps to meet them. We may give advice on how you should allocate your investments; what kind of insurance you need; and explain how certain decisions may affect your taxes or estate.
Protection Advice
From life insurance, critical illness cover, and income protection to mortgage payment protection, there are many key components that comprise a strong protection plan. As experts, we will identify your most pressing needs and requirements to build a bespoke protection package and implement essential and tailored safeguard for total peace of mind.
Investment Management
Building a resilient investment portfolio is a complex process but it can also be highly rewarding. We are highly skilled in providing expert advice on all aspects of investments from trusts, private portfolio management to onshore and offshore bonds, guidance designed to optimise returns in line with your desired risk profile.