Our Approach.
At Vault Private Client, we pride ourselves on delivering more than just expert advice – we offer a clear, personal journey shaped around you. Our approach is built on understanding, collaboration and trust, ensuring every step we take together is focused on what matters most to you. Whether you’re planning for the future, protecting your family, or managing complex wealth, our process is designed to guide you with confidence and clarity.
A Tailored, Four-Step Process.
1. First, we meet and discuss
At all times our priority is to ensure that we tailor our advice to your needs. We therefore recognise the importance of an initial meeting to get to know each other in a relaxed environment. We take the time to meet with you and your family as well as any trusted advisors you may have to allow us to provide joined up solutions for you.
2. Then, we advise
After our initial meetings, we will follow up with a comprehensive summary of our discussion and our recommendations for you. This will include a clear outline of the different options and associated costs.
3. Next, we implement our planning
Our team of experts will then work hard behind the scenes to produce the legal documentation required for your specific circumstances. Our solicitors will utilise their wealth of experience to provide a seamless service for you and your family. Our advisors are extremely well-connected with other leading professional advisors and will be well placed to introduce you to other professional experts.
4. Finally, we finesse our expertise to ensure your objectives are met
Our responsive team will be on hand to ensure that any of your final queries are answered before finalising our bespoke advice. If a further meeting is required to perfect the planning, we will be there for you. We strive to become one of your long term trusted advisors as well as your first point of contact for any personal challenges you face in the future.
The best in the business.
Our expert team delivers trusted, forward-thinking advice with precision, care, and unmatched dedication to your goals.
Russell Kaminski
Partner and Head of Private Client
Lucy Cresswell
Associate
Alison Rocca
Partner
Jason Stanley
Partner
Holly Greensmith
Solicitor
Matt Fleetwood
Group Chief Executive & Founder
Mark Dawson
Group Managing Director
Amanda McAlister
Head of Group Consumer Brands
Why Us
We take a truly personal approach—offering expert, joined-up solutions that span your personal and professional life.
Our People
Our experienced team of specialists is committed to understanding your goals and protecting what matters most.
Our Reputation
Trusted by clients and professionals alike, we’re known for our integrity, insight, and exceptional service.
Join Us
Exceptional talent. Unrivalled discretion. If that sounds like you, we’d love to hear from you.
Because we are here to help you.
Speak to our expert team today for clear, personal advice tailored to your life and legacy.
"Lucy and Russell are brilliant. They had helped my family and were very easy going. We felt no pressure whatsoever and they are highly knowledgeable. Thank you.”
PROBATE CLIENT
