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VWM Wealth Employee Directory

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.

Find VWM Wealth employees' phone numbers or email addresses

VWM Wealth Global Highlights

Location
Employees

Europe
12

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  • United Kingdom Of Great Britain And Northern Ireland
    12

VWM Wealth's Leadership

  • Chief Investment Officer at VWM Wealth
    D. T.
    Chief Investment Officer
  • Managing Director & Chartered Financial Planner at VWM Wealth
    L. J.
    Managing Director & Chartered Financial Planner
  • Managing Director at VWM Wealth
    K. W.
    Managing Director
  • Director at VWM Wealth
    G. H.
    Director
  • Director at VWM Wealth
    A. W.
    Director
  • Business Manager at VWM Wealth
    L. R.
    Business Manager
  • Paraplanner at VWM Wealth
    C. C. D. A.
    Paraplanner
  • Trainee Paraplanner at VWM Wealth
    G. M.
    Trainee Paraplanner

VWM Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from VWM Wealth

Name
Title
Contact
Location
Last Update
  • Managing Director & Chartered Financial Planner at VWM Wealth
    L. J.
    Managing Director & Chartered Financial Planner
    United Kingdom, Scotland
    Jun 28, 2026
  • Chief Investment Officer at VWM Wealth
    D. T.
    Chief Investment Officer
    United Kingdom, Scotland
    May 28, 2026
  • Managing Director at VWM Wealth
    K. W.
    Managing Director
    United Kingdom, Scotland
    Jun 26, 2026
  • Director at VWM Wealth
    G. H.
    Director
    Jul 01, 2026
  • Director at VWM Wealth
    A. W.
    Director
    UNITED KINGDOM, Glasgow
    Apr 22, 2024
  • Business Manager at VWM Wealth
    L. R.
    Business Manager
    Nov 13, 2025
  • Paraplanner at VWM Wealth
    C. C. D. A.
    Paraplanner
    United Kingdom, Glasgow City
    Apr 25, 2025
  • Trainee Paraplanner at VWM Wealth
    G. M.
    Trainee Paraplanner
    United Kingdom, Scotland
    Oct 24, 2024
  • Financial Advisor at VWM Wealth
    K. A. W.
    Financial Advisor
    UNITED KINGDOM, Glasgow
    Oct 31, 2023

Frequently Asked Questions

What is VWM Wealth known for?

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VWM Wealth was founded in 2002 and operates in the Financial Services industry. You can contact VWM Wealth's 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 First@vwmwealth.com. 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 11 employees as of September 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 September 2026, VWM Wealth's key employees include:

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

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