VWM Wealth Management has forged links with a number of firms of Solicitors and Accountants up and down the country. As well as allowing us to ensure that we always provide our clients with a range of professional partners to advise them on matters in which we are not experts, it also allows us to ensure a regular exchange of information on any new legislation that is likely to impact the planning we undertake for our clients.
We are one of the very few firms in Scotland offering a Discretionary Investment Management service that sits alongside our Financial Planning service. This allows us to ensure that not only can we help our clients put together an appropriate strategy to help them achieve their financial goals and objectives but that we can also manage their expectation and understanding of the relationship between risk and reward on a daily basis.
It is increasingly important that professional advisors present a coherent and united service to clients and the best way to achieve this is for the relevant professionals involved to sit round the table together and discuss and understand the issues affecting our clients jointly.
We plan to run a number of seminars throughout the year that will be of interest to our professional partners and we will publish information here as it becomes available. We are also able to offer to run internal Seminars for you and your colleagues on a variety of topics. For further information on how these Seminars can help you and your colleagues keep up to date with professional developments affecting your day-to-day interaction with your clients please drop us a line at info@vwm-wealth.com. Please remember that these Seminars will attract CPD points for those who attend.
We also publish a monthly Newsletter with articles designed to help our clients and connections understand what is going on in the world of financial planning and investment management. If you would like to subscribe to this newsletter please click here.