VT Wealth

VT Wealth is a company that provides face-to-face and virtual financial planning advice to individuals, families, and businesses. It has offices in Aberdeen and Fraserburgh and focuses on building relationships with clients to assist them with financial planning.
  • Tax planning
  • Corporate services
  • Investment planning
  • Retirement planning
  • Protection planning
  • Lifestyle financial planning
  • Mortgages and specialist banking
  • Intergenerational wealth management

Size
Small
Phone
N/A
Email
N/A
Locations
VT Wealth, 2 -4 Balgownie Cres, AB23 8ER
01224824777
9:00 - 17:00
23-25 Cross St, AB43 9EQ
01346518777
9:00 - 17:00
St James's Place House, 1 Tetbury Rd, GL7 1FP
01224202400
Digital Popularity
Social Media
Competitors
Eccles Greenwood Financial Planning LLP
Eccles Greenwood Financial Planning LLP is dedicated to building and maintaining long-term relationships with clients, providing specialist financial advice to both private and corporate clients.
Milne Wealth Management Ltd
Milne Wealth Management is a forward-thinking financial planning business based in Bristol, providing bespoke financial planning and wealth management services.
Company Details
VT Wealth is operated by VT Wealth Management Ltd and is a Active company incorporated on 5 March 2018 with the registered office located in Aberdeen, Aberdeenshire. VT Wealth Management Ltd was registered 7 years ago.

Status
Active
Size
Micro
Directors
1
Age
7 years old
Employees
10
Turnover
Unreported
Total Assets
£499.08K
Cash in Bank
£138.43K
Total Liabilities
-£336.09K

Director • PSC • British • Lives in UK • Born in Apr 1969
Teams
All
11
Management
6
Finance
6
Customer Service
3
Other
1
Operations Manager • Joined Jun 2024
Operations Director • Joined Jan 2021
Client Relationship Manager • Joined Dec 2020
Client Relationship Manager • Joined Sep 2018
Chartered Financial Planner & Director • Joined Oct 2015
PA To Vee Thom, Practice Director • Joined Sep 2023
Mortgage And Protection Specialist • Joined Dec 2022
Paraplanner • Joined Feb 2024
Financial Planner • Joined Jan 2016
Mortgage Adviser • Joined Dec 2018
Operations Manager • Joined Jun 2024
Operations Director • Joined Jan 2021
Chartered Financial Planner & Director • Joined Oct 2015
Paraplanner • Joined Feb 2024
Financial Planner • Joined Jan 2016
Financial Planner • Joined May 2023
Client Relationship Manager • Joined Dec 2020
Client Relationship Manager • Joined Sep 2018
Mortgage Adviser • Joined Dec 2018
Chartered Financial Planner & Director • Joined Oct 2015
Mortgage And Protection Specialist • Joined Dec 2022
Paraplanner • Joined Feb 2024
Financial Planner • Joined Jan 2016
Mortgage Adviser • Joined Dec 2018
Financial Planner • Joined May 2023
PA To Vee Thom, Practice Director • Joined Sep 2023
View 11 members