Steven joined VT Wealth Management Ltd in March 2016, having decided on a career change from an Oil and Gas background to Financial Services with St. James’s Place Wealth Management.
Steven was accepted into the prestigious St. James’s Place Academy in Edinburgh where he gained the skills and knowledge needed to fulfil his career aspiration of becoming a qualified Financial Adviser and holds the Diploma in Regulated Financial Planning.
Following a rigorous selection process, Steven gained the professional qualifications required to enable him to provide relevant and expert advice to address client’s financial needs.
Outside of work, Steven enjoys football, golf and socialising with friends.
To arrange a Financial Review, with no obligation, please contact Steven on 07814 521880
Lynne joined VT Wealth Management Ltd in December 2018.
Prior to joining VT Wealth Management Ltd, she enjoyed an 18 years career with Royal Bank of Scotland mainly within the Private Client Sector.
Lynne’s focus as a Private Banking Manager was to build trusted relationships and an understanding of her client’s needs and objectives. Lynne has a wealth of knowledge and experience in Mortgage and Loan related lending and all aspects of banking.
Lynne will be focused on assisting our existing and new clients to achieve their hopes and aspirations by providing face to face Mortgage Advice and guiding our clients throughout the Mortgage process from start to completion. Whether it be a first home or more complex lending, Lynne will endeavour to provide the correct mortgage solution tailored to the individual requirements.
Lynne is able to offer a comprehensive range of those mortgages that are made available to mortgage intermediaries.
In her spare time Lynne enjoys spending time with her family, going on holiday and is a member of Fraserburgh Junior Arts Society.
To arrange a Mortgage Review, with no obligation, please contact Lynne on 01346 518777.
Carole is based within the Aberdeen office. Prior to joining VT Wealth Management Ltd in 2016, she gained a wealth of experience from a 25 year Banking career in a variety of roles within Retail, Commercial and Business Banking with RBS.
Carole’s main responsibilities include maintaining a strong external network to support the growth aspirations of VT Wealth Management Ltd in gaining new clients and working closely with Vee and Steven to deliver the highest standard of service to all our clients and to build long lasting client relationships. Carole is also involved in the Marketing Strategy for the business. She is responsible for running Seminars for existing clients, prospective clients and business contacts.
Outside of work Carole enjoys holidays and spending time with her two daughters, Elle and Elize.
To arrange a Financial Review, with no obligation, please contact Carole on 07799 545753
Jennifer is based within the Practices’ Fraserburgh office. Prior to joining she enjoyed a career of over 30 years with Bank of Scotland.
As Client Relationship Manager, Jennifer is responsible for supporting the growth of VT Wealth Management Ltd by introducing prospective clients and working closely with Vee and Steven to deliver a high level of service to both new and existing clients, building relationships which will evolve over the years.
In her spare time, Jennifer enjoys going on holiday with her husband, Alan, and loves spending time with her two daughters, Stephanie and Veronica.
To arrange a Financial Review, with no obligation, please contact Jennifer on 01346 518777.
Margaret is based in our Aberdeen Office. Prior to joining VT Wealth Management Ltd, Margaret was a solicitor with 25 years’ experience working in legal services in the Aberdeen area, with the latter 12 years being spent running her own legal Practice.
As Practice Manager, Margaret’s responsibilities include the day-to-day running of the office and administration, whilst working closely with Vee and Steven, to deliver high service standards to all our clients and build long lasting relationships.
Margaret is married to David and has three sons and three grandsons. She enjoys travelling in their motorhome, sunshine holidays, reading, music, dancing and family times.
Gary joined VT Wealth Management Ltd in August 2018 as a Paraplanner.
Gary has over 25 years’ experience as a professionally qualified Banker, having worked in Private Wealth and Retail Banks as a Relationship Manager and Regulated Mortgage Adviser.
Gary is currently working towards Paraplanner qualifications through the St. James’s Place Paraplanning Academy.