VWM Wealth Email Format
Financial ServicesScotland, United Kingdom2-10 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.