What we do

Our overriding objective at VWM Wealth Management is to ensure that all of your money is managed efficiently and effectively and that all of your plans can be achieved within the required timescales.

We have a wide range of services that will enable us to help you regardless of where you are in life.

Whether your priority is the accumulation of capital for the future or the efficient preservation of capital you have already accumulated, we will have the solution to your needs.

We will begin by understanding your goals. It is our responsibility to assist you in defining, quantifying and prioritising these goals. We will then use our expertise to ensure that the solution we offer you helps you to meet these goals.

We will use our Discretionary Investment Management Service to establish the most appropriate Portfolio based on the Risk Profile analysis we will carry out as part of our initial getting to know you process.

We have established partnerships with a number of other professional practices to ensure that we can take care of all of your financial needs.

Why are we different?

Our Discretionary Management service allows us to go one step further than many financial advisers.

Not only will we put together a portfolio based on your risk Profile but we will also have your authority to manage that Portfolio on a day to day basis - giving us the ability to actively respond to changes in the markets.

Effectively this means that we will review your investments on a daily basis rather than the annual review that is common in the industry

We won't have to seek your approval to make changes to your portfolio - either in terms of the allocation of assets or the specific Funds we hold - and it will all be done within the terms of reference you set when you first meet us.