Insights

Niche Clientele Target high net worth professionals and business owners seeking discretionary wealth management and personalized planning, indicating opportunities to offer bespoke investment and estate planning services.

Discretionary Expertise Position VWM Wealth’s discretionary management as a core differentiator to clients who want hands-off investing and ongoing portfolio optimization, highlighting potential for cross-sell of advanced planning and risk management services.

Awarded credibility Leverage the Chartered Financial Planning Firm of the Year accolade to build trust with prospects, especially those evaluating service quality, continuity, and senior-level accessibility.

Digital Presence Utilize the firm’s WordPress, Open Graph, and cloud tech stack to drive digital outreach, webinars, and targeted content to asset-rich prospects seeking modern, seamless planning experiences.

Growth levers With revenue under a million and a lean team, present scalable advisory packages and phased onboarding to attract mid-sized advisory transitions, leveraging referrals from existing high-net-worth clients.

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VWM Wealth Tech Stack

VWM Wealth uses 8 technology products and services including Open Graph, WordPress, CookieYes, and more. Explore VWM Wealth's tech stack below.

Open Graph
Content Management System
WordPress
Content Management System
CookieYes
Cookie Compliance
Microsoft 365
Email
Google Cloud
Infrastructure As A Service
PHP
Programming Languages
Gravity Forms
Web Platform Extensions
Nginx
Web Servers

Media & News

VWM Wealth Ltd recognized as Chartered Financial Planning Firm of the Year at Personal Finance Awards.
VWM Wealth is delighted to announce that VWM Wealth have been awarded with the highly prestigious Chartered Financial Planning Firm of the Year by its professional body, The Personal Finance Society (PFS), at the Personal Finance Awards.
Nov 29, 2019 | vwmwealth.com

VWM Wealth's Email Address Formats

VWM Wealth uses at least 1 email format:

VWM Wealth Email Formats	Example	Percentage
First@vwmwealth.com	John@vwmwealth.com	100%

Frequently Asked Questions

What is VWM Wealth's phone number?

You can contact VWM Wealth's main corporate office by phone at

+44-845-833-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is VWM Wealth's official website and social media links?

VWM Wealth's official website is vwmwealth.com and has social profiles on LinkedIn.

How much revenue does VWM Wealth generate?

As of September 2026, VWM Wealth's annual revenue is estimated to be <$1M.

What is VWM Wealth's NAICS code?

VWM Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does VWM Wealth have currently?

As of September 2026, VWM Wealth has approximately 11 employees across 1 continents, including Europe. Key team members include Chief Investment Officer: D. T., Managing Director & Chartered Financial Planner: L. J. and Managing Director: K. W. Explore VWM Wealth's employee directory with LeadIQ.

What industry does VWM Wealth belong to?

VWM Wealth operates in the Financial Services industry.

What technology does VWM Wealth use?

VWM Wealth's tech stack includes Open Graph, WordPress, CookieYes, Microsoft 365, Google Cloud, PHP, Gravity Forms and Nginx.

What is VWM Wealth's email format?

VWM Wealth's email format typically follows the pattern of First@vwmwealth.com. Find more VWM Wealth email formats with LeadIQ.

When was VWM Wealth founded?

VWM Wealth was founded in 2002.

VWM Wealth

Q: What is VWM Wealth's official website and social media links?

VWM Wealth's official website is vwmwealth.com. VWM Wealth has social profiles on LinkedIn.

Q: How many employees does VWM Wealth have currently?

VWM Wealth has approximately 11 employees.

Q: What industry does VWM Wealth belong to?

VWM Wealth operates in the Financial Services industry.

Q: What technology does VWM Wealth use?

VWM Wealth's tech stack includes YouTube, HTTP/3, WordPress, Gravity Forms, Nginx.

Q: When was VWM Wealth founded?

VWM Wealth was founded in 2002.

Q: What is VWM Wealth's NAICS code?

VWM Wealth's NAICS code is 52 (Finance and Insurance).

Financial ServicesScotland, United Kingdom11-50 Employees

VWM Wealth is a Glasgow-based financial services firm that offers discretionary investment management and planning services. Founded in 2002 and wholly owned by its directors, the firm prioritizes high-touch, long-running client relationships. Its client base typically includes asset-rich professionals and business owners planning retirement, with investments or pensions often in excess of £1 million and referrals from existing clients.

Investment decisions and transactions are managed on a discretionary basis, with portfolios constructed to balance income, capital growth, risk, and estate considerations. The service emphasizes accessibility to senior staff, a bespoke approach, and continuity in client relationships. In 2019, VWM Wealth was named Chartered Financial Planning Firm of the Year by the Personal Finance Society.