Vee Thom is known for her financial foresight, but it’s doubtful that even she could have predicted how VT Wealth Management has grown since inception in March 2016.
The business, growing by over 200% in terms of new clients and Funds Under Management, is entering its third year.
The company’s bespoke, face-to face-professional approach across a range of excellent financial products and services that includes investments, inheritance tax planning and retirement planning, is based on building strong client relationships.
Now the company is expanding with two new faces and a second office, scheduled to open this summer in Fraserburgh which will serve clients across North East Aberdeenshire.
Financial Adviser Steven McKay, and Practice Manager Margaret Waldron joined Carole Bruce, Business Development Manager and Vee, in the business in January 2018.
VT Wealth Management is a Partner Practice of St James’s Place Wealth Management.