Welcome to
The Vault

IN PARTNERSHIP WITH ZENPLANS

We’ve teamed up with Zenplans, an innovative digital planning tool designed to bring order to chaos.

IN PARTNERSHIP WITH

The Problem

Life is unpredictable. If you were to pass away today or lose capacity, would your family have everything they need to manage your affairs? Having a clear plan in place can make a huge difference. It can ease confusion and reduce stress for your loved ones, helping them navigate any challenges that come up during an already difficult time. In today’s digital age, it’s important to have a secure, centralised place to manage your important information and avoid the risk of losing access to both physical and digital documents. Information can easily go missing or become invisible in the digital clutter, making it hard for your family to find what they need, when it matters most.

The Solution

Zenplans helps you create a well-organised estate plan. The tool simplifies the process of documenting your assets, preferences, and essential information, making it easy for your loved ones to understand your intentions and manage your estate effectively. Zenplans isn’t just about storing information in one place; it’s about ensuring your wishes are clear, accessible, and that your assets are well-managed and accounted for.

Make your
Wishes Clear

IN PARTNERSHIP WITH ZENPLANS

Are you ready to get your affairs in order? Get in touch with us to discuss how Zenplans can provide clarity and peace of mind for you and your family today.

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Elena Blair

Elena holds the MCIPD qualification and has a wealth of HR, governance and compliance experience within blue chip multinational organisations. Committed to good practice, she strives to provide pragmatic and balanced advice and has great awareness of Corporate Social Responsibility. Elena has been acting as Vince’s personal PA and ran the Board Secretariat in his previous business.

Lucy Tiddy

Lucy graduated from Manchester University and has spent most of her career in Financial Services. Her introduction to the industry was as a SIPP administrator at Legal & General, before progressing to SIPP manager responsible for implementing regulatory and tax changes. She then worked for a wealth management firm, before moving to Chalfont where she supports the Partners providing financial planning services to its clients.

Andrew Twells

Andrew has 27 years of industry experience. After graduating from Cambridge University, Andrew trained as an actuary at Barnett Waddingham LLP where he advised pension scheme trustees on funding and investment strategy and subsequently became a partner of the firm. In 2011, he became Chief Executive Officer of Barnett Waddingham Investments LLP, the firm’s wealth management subsidiary. In 2014, Barnett Waddingham Investments LLP was acquired by Whitefoord LLP. Andrew successfully integrated the business and was responsible for managing the firm’s SIPP. He subsequently served as the Firm’s Deputy CEO and was closely involved in the firm’s compliance and governance arrangements and acquisition due diligence.

Vince Whitefoord

Vince qualified as an actuary in 1979 after graduating from Liverpool University and working for Duncan C Fraser, Consulting Actuaries and Crown Life Insurance Company.He set up an actuarial firm Whitefoord & Foden which provided pension trustee, actuarial and administration services. The firm was acquired by Abbey National Bank in 1995 and continued working there for 3 years as Director, Actuarial and Consultancy and after he left as an employee, he remained as Chair of their Pension Trustee Company for 15 years. In 2000, he formed Whitefoord Wealth Management, a private client investment and advice firm, where he worked as Chief Executive Officer until 2023.