VT WEALTH | Financial Planning Specialists
Financial Services
Aberdeen, Aberdeen City, United Kingdom
13 employees
- Employees
- 13
- Contacts
- 2
- Emails
- 2
VT WEALTH | Financial Planning Specialists Overview
- Headquarters
- Aberdeen, Aberdeen City, United Kingdom
- Website
- vtwealth.co.uk
- Industry
- Financial Services
- Employees
- 13
- Founded
- 2015
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About VT WEALTH | Financial Planning Specialists
We are a well established company offering Valued and Trusted face-to-face financial planning advice to individuals, families & businesses. Helping clients achieve financial wellbeing whilst protecting the things that matter to them the most, is what we do best. WHAT WE DO?: Working from our offices in Aberdeen and Fraserburgh, we welcome individuals, families and businesses looking for a dedicated, trusted and reliable Financial Planning service to help them identify, plan and set goals to achieve Financial Wellbeing, whilst sustaining their desired lifestyle. We are committed to taking the time to get to know you, to put you at ease and to understand your individual circumstances, dreams, goals and aspirations. We then work closely with you to develop the best tailored, forward-thinking financial solutions to support you in securing, protecting and making the most of your hard-earned money whilst also protecting the things that matter the most. VT Wealth 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 VT Wealth is a registered trading name of VT Wealth Management Ltd. "SJP Approved 19/11/2024".
VT WEALTH | Financial Planning Specialists Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
VT WEALTH | Financial Planning Specialists Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Donna Black | Operations Manager - Vt Wealth - Financial Planning Specialists - Investment, Iht, Pension Planning - Mortgages | Greater Aberdeen Area, United Kingdom |
Email
|
| Jennifer Duthie | Practise Administrator Vt Wealth - Financial Planning Specialists - Investment, Iht, Pension Planning - Mortgages | United Kingdom |
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| Michelle Smith | Practice Administrator at Vt Wealth - Financial Planning Specialists | Greater Aberdeen Area, United Kingdom |
Email
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| Tracey Mckeown | Paraplanner @ Vt Wealth - Valued - Trusted - Where People Matter |
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|
Employees by Management Level
Individual contributor
4 profiles
Manager
2 profiles
Director
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 1 | 1 | 0 |
| Sales | 1 | 0 | 1 |
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