Delivering exceptional financial planning advice to help you achieve a secure and independent financial future.
Working with private clients and business owners, at VT Wealth Management Ltd, we understand that no two client’s financial requirements are the same. That is why we take the time to get to know you and work closely with you to develop the best financial advice based on your individual circumstance and goals.
With Financial Advisers in both our Aberdeen office and new Fraserburgh office, we provide face to face Financial Planning advice our clients can trust. We can help with a comprehensive range of services and investment solutions – Protection, Regular Savings, Pension Planning, Investments (no minimum or maximum), Discretionary Fund Management, Estate Planning and Later Life Planning.
We have become established as one of the North East’s most approachable and trusted Financial Planners with a wealth of experience and commitment within the team.
We have a passionate desire that all our clients feel valued, and are treated with respect in an authentic, genuine and humble way.
We strive at all times to demonstrate high integrity, by displaying honesty, with a strong moral conscience.
Our privileged position of being supported by St. James’s Place Wealth Management, a FTSE 100 company, means we have access to an award-winning wealth management proposition and all our advice is guaranteed
Please click below to obtain further information on some of the services we provide;
- Investing for capital growth or capital preservation
- Investing for income
- Planning for Retirement
- Protecting wealth
- Protecting lifestyles against risk
- Mitigating tax liabilities
- Planning exit of a business*
- Contingency planning
To arrange a Financial Review, with no obligation, please call Vee Thom on 07736 397671 or complete our contact form.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
Equities do not provide the security of capital associated with a deposit account with a bank or building society.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
*May include products and services that are separate and distinct to those offered by St. James's Place.