Wealth Planning

We offer an award winning and seamless planning and investment service. Our portfolios are managed on a discretionary basis; a feature of less than 3% of the financial planning community.

Who we work for

Our clients are high achievers; typically successful business owners, or professionals who are making plans for ending their working careers. They normally have investments and pensions in excess of £1,000,000, or earn a substantial salary, or both. Generally, they are recommended by our existing clients. They usually are ‘asset rich,’ and ‘time poor’ and therefore welcome some clear thinking time when they meet with us.

Peace of mind

Possessing wealth brings its own set of concerns. Our clients tell us that the expert personal and professional advice we provide is a significant factor in their decisions to trust us.

In particular, they value the accessibility of our senior people, the personal and bespoke service, and the continuity which characterises our client relationships.

Discretionary Service

The VWM Wealth discretionary service is tailored to each client. This approach means we take over the management of your investment assets, and make investment decisions and transactions on your behalf.

Your investment portfolio

Working with you, we’ll develop an investment portfolio that complements your need for investment income and/or capital growth. To build the initial asset allocation, we’ll take into account your attitude towards investment risk, your family’s financial position if that’s appropriate, and your plans for passing on your estate.