Client Relationship Manager
CurrentI'm a Client Relationship Manager in our Fraserburgh office. Offering the team essential administrative support, I'm also the first point of contact if you visit us in person or over the phone. At VT Wealth, 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.OUR SERVICES…We do this by offering a comprehensive range of services and investment solutions: Protection, Regular Savings, Pension Planning, Investment Planning, Planning for the Retirement you want; Mortgage Advice; Access to Discretionary Fund Management, Estate Planning and Later Life Planning.Our privileged position of being supported by St. James’s Place Wealth Management, an FTSE 100 company, means we have access to an award-winning wealth management proposition and all our advice is guaranteed.Over and above this, our friendly, highly knowledgeable team, excellent customer service, attention to detail, regular communications, annual reviews and integrity, are all aspects of our service you can expect to receive and rely on.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/productsVT Wealth is a registered trading name of VT Wealth Management Ltd.
