About Us

WHO ARE WE?:

Where People Matter is VT Wealth’s Business strapline. Inwardly, this reflects how we value our team. Outwardly, this means looking after our clients and giving them the very best service and experience. We also care passionately about engaging with our Community………..in short, our Staff, Clients and Community matter to us.        

WHAT WE DO?:

Working from our offices in Aberdeen and Fraserburgh, we welcome individuals, families and businesses looking for a dedicated, trusted and reliable Financial Planning service to help them identify, plan and set goals aiming to achieve Financial Wellbeing, whilst sustaining their desired lifestyle. 

As well as meeting clients in our offices, or their home/workplace we are also happy to meet clients virtually, through Microsoft Teams or Zoom.

We are committed to taking the time to get to know you, to put you at ease and to understand your individual circumstances, dreams, goals and aspirations. We then work closely with you to develop the best tailored, forward-thinking financial solutions to support you in securing, protecting and making the most of your hard-earned money whilst also protecting the things that matter the most. 

OUR SERVICES:

We offer a comprehensive range of services and investment solutions: Protection, Pension Planning, Investment Planning, Planning for the Retirement you want; Later Life Planning; Mortgage Advice; Estate planning and later life planning. We also offer access to Discretionary Investment Management through Rowan Dartington, part of the Discretionary Fund management and Stockbroking arm of St. James's Place, which is wholly owned by the St. James's Place Group.

 

Our privileged position of being supported by St. James's Place, an FTSE 100 company.

Over and above this, our friendly, highly knowledgeable team, excellent customer service, attention to detail, regular communications and annual reviews, are all aspects of our service you can expect to receive and rely on. 

To arrange a no-obligation Financial Review or to chat through how we can help you, please contact us, on vtwealth@sjpp.co.uk, or alternatively, give us a call on 01224 824777 / 01346 518777 or pop in to see us at our Aberdeen, Bridge of Don or Fraserburgh offices.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James's Place or Rowan Dartington may fall as well as rise. You may get back less than you invested.


More about us

Working with clients all over the UK. Our highly experienced, and friendly team have a genuine passion to help our clients achieve Financial Wellbeing. We can help you whether you are looking to build, grow, protect or preserve your wealth whilst also protecting the things that matter to you the most.

Our Practice Brochure

Adobe Acrobat format, 27.27 MB

Got a question?

Do get in touch with us if you need a bit more information about these services, or any of our other financial planning advice.