Vee Thom
DipPFS CeMAP
Vee Thom is the ‘VT’ in our business name. Vee, Director and Chartered Financial Planner, set up VT Wealth, a Senior Partner Practice of St. James's Place 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.
About
Over the past 8 years Vee and her team have established VT Wealth as a most approachable, valued and trusted Financial Planning Specialist Business.
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, Practice and industry Accreditations in Later Life Planning and as a Pension Specialist, Vee is a highly knowledgeable and sought-after Chartered Financial Adviser.
Your home may be repossessed if you do not keep up repayments on your mortgage.
A little more about Vee…
I am married to George, have three grown-up children, and blessed with three grandsons - Louis, Luke and Alfie and a granddaughter Ellie. I enjoy holidays in the sun and walking my Yorkshire terrier 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.
Testimonials
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
