VWM Wealth Employee Directory

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.

Find VWM Wealth employees' phone numbers or email addresses

VWM Wealth Global Highlights

Location
Employees

Europe
13

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  • United Kingdom Of Great Britain And Northern Ireland
    13

VWM Wealth's Leadership

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    D. T.
    Chief Investment Officer
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    G. H.
    Director
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  • Stylized image of a person
    L. J.
    Managing Director & Chartered Financial Planner
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    K. W.
    Managing Director
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    A. W.
    Director
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  • Stylized image of a person
    L. R.
    Business Manager
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  • Stylized image of a person
    C. C. D. A.
    Paraplanner
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  • Stylized image of a person
    G. M.
    Trainee Paraplanner
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VWM Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from VWM Wealth

Name
Title
Contact Info
Location
Last Update
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    D. T.
    Chief Investment Officer
    Phone icon
    United KingdomScotland
    May 28, 2026
  • Stylized image of a person
    G. H.
    Director
    Phone icon
    Jul 01, 2026
  • Stylized image of a person
    L. J.
    Managing Director & Chartered Financial Planner
    Phone icon
    United KingdomScotland
    Jun 28, 2026
  • Stylized image of a person
    K. W.
    Managing Director
    Phone icon
    United KingdomScotland
    Jun 26, 2026
  • Stylized image of a person
    A. W.
    Director
    Phone icon
    UNITED KINGDOMGlasgow
    Apr 22, 2024
  • Stylized image of a person
    L. R.
    Business Manager
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    Nov 13, 2025
  • Stylized image of a person
    C. C. D. A.
    Paraplanner
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    United KingdomGlasgow City
    Apr 25, 2025
  • Stylized image of a person
    G. M.
    Trainee Paraplanner
    Phone icon
    United KingdomScotland
    Oct 24, 2024
  • Stylized image of a person
    K. A. W.
    Financial Advisor
    Phone icon
    UNITED KINGDOMGlasgow
    Oct 31, 2023

Frequently Asked Questions

What is VWM Wealth known for?

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VWM Wealth was founded in 2002 operates in the Financial Services industry. The company's main headquarters is located in 95 Douglas Street Glasgow, Scotland g2 4eu United Kingdom; you can contact the main corporate office by phone at . Explore VWM Wealth's company overview page for more information.

What is VWM Wealth's most common email format?

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VWM Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more VWM Wealth email formats with LeadIQ.

How many employees does VWM Wealth have currently?

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VWM Wealth has approximately 10 employees as of May 2026. These team members are located across 1 continents, including Europe.

Who are VWM Wealth's key employees and leadership?

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As of May 2026, VWM Wealth's key employees include:

  • Chief Investment Officer: D. T.
  • Director: G. H.
  • Managing Director & Chartered Financial Planner: L. J.
  • Managing Director: K. W.
  • Director: A. W.

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