Testimonials
We are very grateful to our clients who take time to give us feedback on their experience with us - here’s a selection of our client’s comments
After losing my wife suddenly a year ago I spoke to Vee and George who helped me through the difficult time by helping me transfer my work pension and setting up some investments whilst also helped me with some sound financial advice. I received my first statements recently and I was very pleased...
Past performance is not indicative of future perfromance.
We highly recommend VT wealth, Lynne helped my wife and I secure our mortgage. As a contractor paid in foreign income there are increased requirements and limited options when it comes to lenders. The service we received from Lynne was exceptional, she went above and beyond.
Vee and Lynne have been looking after my finances for three years; providing great service and welcome advice, encompassing saving, investing, pension planning and mortgages. Together we have designed the right investment plan for my personal needs and goals. Their open and professional approach has...
Excellent professional support from start to finish - highly recommended. It’s good to know we have this tailored-to-suit service available locally, and the friendly face-to-face interaction gives me confidence that my personal portfolio is in good hands.
We were introduced to VT Wealth Management by a family member. Vee Thom has been looking after their finances for quite some time and came highly recommended.
Both myself and my husband has pensions that we wanted to consolidate.
We arranged a meeting with Vee and she couldn't hav...
Lynne gave us choices and allowed us to make the best choice for our needs.
She kept in touch regularly and provided great support.
We would not hesitate in recommending her to anyone.
Vee and Steven have taken the headaches out of our Financial Planning. Their friendly, honest and professional approach has been a breath of fresh air. They took the time to get to know us face to face, in a relaxed atmosphere and made the whole process very pleasant. Everything was clearly explaine...
Excellent level of service from initial introduction to Mortgage completion, very focused on our needs and continually in contact throughout the whole process which made the process clear at every step & stress free.
Would highly recommend Lynn as a Financial Adviser to friends and fam...
I was first introduced to VT Wealth through the company I work for. I had met Director Vee Thom on a number of occasions and reached out to her as I needed some financial advice and knowing nothing, I knew I felt comfortable dealing with her. This in turn led to an introduction to Lynne McPhers...
My partner and I met with Lynne to discuss mortgage options. We were both first-time buyers and unsure what route to go down. Lynne was superb and instantly put us at ease. The whole process was hassle free and Lynne was there to guide us through and answer any questions we had. I'd recommend V...
We have dealt with VT Wealth Management for the first time and they made things so easy and stress free. From the moment we entered the office they were professional and friendly from the offset. My wife and I dealt with Lynne and we couldn’t have been made more welcome and were so happy with h...
Vee Thom has been looking after our finances for over 3 years. She has provided excellent wealth management advice which has seen our portfolio grow significantly in that time. She is friendly but professional in her approach and takes the time for regular face to face meetings, to ensure we ar...
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Vee Thom has been my trusted financial adviser for more than 15 years during my time as an independent aviation consultant and more recently with my pension planning during retirement.I have found her attention to detail, working knowledge and integrity totally reassuring. Naturally I am happy ...
Like a lot of people I had accumulated several pension pots from different companies I had worked for and, also like a lot of people, I had done nothing about them. As I was getting nearer to ‘pension age’ it was time to do something about it sooner rather than later. I had a meeting with Steven at ...
We have been very happy with the advice and support from VT Wealth, both Vee in the beginning and more recently Ross. They have a great level of patience and understanding for any amount of questions and are very patient in explaining each stage of the process and the subsequent outcomes. Their...
