Founded in 2002, VWM Wealth is an independent boutique firm driven by high standards. In 2019, it was awarded chartered financial planning firm of the year by the PFS. Headquartered in Glasgow, with meeting rooms in London, the award-winning team comprises a group of talented people.

The firm decided that what the big companies were offering wasn’t good enough, so it set out to create something different, with quality at its heart. It takes the very best from what the profession offers, from the best people to the best technology, and invests in both so that the business delivers a deeper, more meaningful, life-long service to clients’ families. In 2019, the firm completed a successful MBO which assures the continuity of service to its clients.

The business has integrated discretionary investment management, which has included ESG portfolios since 2013, and developed a network of like-minded professionals, including chartered tax advisers and family lawyers, to ensure clients receive a specialist approach to their wealth.

This service was created so that the firm could take responsibility for clients’ needs, react more quickly and deliver exactly what clients are looking for.