VWM Wealth Email Format

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.

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