VWM act as trusted advisers to private clients, Charities, and Trusts. Our primary role is to agree a strategy which will help all our clients manage their financial affairs to help them build wealth, enjoy life and achieve financial security.
Our key strength is our ability to listen and develop bespoke financial plans using the information gathered. As professional financial planners we provide regular updates and would expect to meet with our clients at least annually. These updates and meetings provide our clients with the control and peace of mind they look for in respect of their financial affairs. We realise from experience and from listening to our clients that they very much welcome informed opinion and advice from their advisers rather than a list of options.
Read more about our services for Private Clients >>
Read more about our services for Charities and Trusts >>
Take a look at the benefits of being one of our clients. The VWM Members Area exists to help our clients see what we are doing for them, whenever it suits them. More >>
Catch VWM's very own David Thomson on BBC Radio's “Good Morning Scotland” daily news programme.
Once again VWM Wealth has made it to the finals of this years IFA challenge from the Scotsman. Find out more while we eagerly await the outcome.
Our opinions are sought after by a variety of National Newspapers and you can catch up on them here as well as finding out what our clients are saying about us and the services we provide. More >>
Read and subscribe to our regular e-newsletter. It's full of useful information, advice and top tips about how to handle your money. You can catch up on any back issues you have missed here as well. More >>