WHO ARE WE?:
VT Wealth is a trusted family-run business offering exceptional financial planning advice to valued clients all over the North East of Scotland. Our financial knowledge, attention to detail and high integrity, coupled with our genuine passion to help our clients achieve peace of mind through a secure and independent financial future, is what we do best.
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 to achieve financial wellbeing, whilst sustaining their desired lifestyle.
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.
We do this by offering a comprehensive range of services and investment solutions: Protection, Regular Savings, Pension Planning, Investment Planning, Planning for the Retirement you want; Later Life Planning; Mortgage Advice; Access to Discretionary Fund Management, Estate Planning and Later Life Planning.
Our privileged position of being supported by St. James’s Place Wealth Management, an FTSE 100 company, means we have access to an award-winning wealth management proposition and all our advice is guaranteed.
Over and above this, a friendly, highly knowledgeable team, excellent customer service, attention to detail, regular communications, annual reviews and integrity, are all aspects of our service you can expect to receive and rely on.
Please click below for further information on some of the services we provide;
- Investing for capital growth or capital preservation
- Investing for income
- Planning for Retirement
- Protecting your wealth and those that matter the most
- Pension advice
- Protecting lifestyles against risk
- Mitigating tax liabilities
- Planning exit of a business*
- Contingency planning
To arrange a no-obligation Financial Review or to chat through how we can help you, please click here to fill out our contact form, or alternatively, give us a call at your nearest office.
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.