Vee Thom is the ‘VT’ in our business name. Vee, the Director, set up VT Wealth, a Partner Practice of St. James's Place Wealth Management in 2015. Vee’s reputation and wealth of experience coupled with her desire to offer high quality, tailored Financial Planning services to help clients achieve their goals, aspirations and dreams, meant setting up her own business was a natural step in her career journey.
In a short amount of time, Vee and her team have established VT Wealth as one of the North East’s most approachable, valued and trusted Financial Planning Specialists.
Vee is originally from Portnockie and her background in Financial Services spans over two decades. She enjoyed and gained a significant number of loyal customers over her 15 years with the Royal Bank of Scotland as a Senior Financial Planning Manager, within RBS Independent Financial Services and Specialist Advice.
Highly focused on building and developing long-lasting personal relationships with her clients, Vee is on hand to help secure the Financial Wellbeing and futures of her clients and their families. This is possible through the breadth of financial planning services and expertise Vee and her team offer namely Investment, Inheritance Tax and Retirement Planning as well as Mortgage and Protection advice.
It is a strong passion of Vee’s that her clients feel valued, that they are treated with respect and compassion at all times in a genuine and humble way.
Vee also believes strongly that it is crucial that clients are kept up-to-date with legislative changes and this can only be achieved by building trust and understanding, through regular contact and reviews. As a result, Vee’s clients can expect to receive the most comprehensive and appropriate advice at all times.
Holding a Diploma in Regulated Financial Planning, Certificate of Mortgage Advice & Practice and industry Accreditations in Later Life Planning and as a Pension Specialist, Vee is a highly knowledgeable and sought-after Financial Adviser.
A little more about Vee…
I am married to George, have three grown-up children, and blessed with three grandsons - Louis, Luke and Alfie. I enjoy holidays in the sun and walking my dogs Rolo and Darcy
FAVOURITE MOVIE: Pretty Woman
FAVOURITE HOLIDAY: Tenerife and Turkey – love them both the same!
FAVOURITE PLACE TO GO TO WHERE YOU ARE FROM?: Portknockie Harbour and Bow Fiddle Rock
FAVOURITE SAYING OR MOTIVATIONAL STATEMENT?: Keep reaching for the stars, but keep your feet firmly on the ground.
Like a lot of people I had accumulated several pension pots from different companies I had worked for and, also like a lot of people, I had done nothing about them. As I was getting nearer to ‘pension age’ it was time to do something about it sooner rather than later. I had a meeting with Steven at ...
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