VWM Wealth is passionate about constant improvement and measures itself against professional peers on a regular basis.
Retirement Planner 2018 award for Best Individual Pensions Advice Firm of the Year North and Scotland
The award highlights the importance of retirement planning in the UK and celebrates those intermediaries that are rising to the challenge of pension advice, particularly in the light of recent pension freedoms. The award recognises the intermediaries who are at the forefront of dynamic and fresh ways to offer retirement planning and pensions advice services.
Personal Finance Society - Corporate Chartered Status
A corporate Chartered title represents a commitment to an overall standard of excellence and professionalism, and evidence of that commitment to customers, partners and employees. The Chartered Marque is awarded to the gold standard in UK financial planning firms.
Professional Adviser Awards - Adviser Firm Of The Year 2018 - Scotland & NI
More than 200 advisers, firms and providers were under consideration for the 2018 Professional Adviser Awards, which are now in their 13th year and seek to reward excellence within both the financial advice community and among the broader financial services sector.
Personal Finance Society- Paraplanner of the Year
By winning this award, Grahame Hopper has demonstrated superior ability across a broad range of professional skills and an extraordinary commitment to the advancement of his profession. Being the winner of the Paraplanner of the Year Award will represent the ultimate endorsement of excellence and professional achievement.
New Model Adviser Top 100 Firm Award
The New Model Adviser Top 100 seeks to identify the Top 100 UK Advisers in terms of the quality of their service offering and sustainability of their business models. VWM Wealth has achieved a place in the NMA Top 100 3 years running.
The Money Marketing Awards judging panels are made up of top-level professionals specific to the adviser sectors. They have been selected to give a professional and wide-ranging level of expertise in order to judge the awards. With a focus on excellence, innovation and best practice, only the industry's top performers are recognised as a Money Marketing Award Winner.
With a focus on excellence, innovation and best practice, only the industry's top performers are recognised as a Money Marketing Award Winner. The Money Marketing Awards judging panels are made up of top-level professionals specific to the adviser sectors. They have been selected to give a professional and wide-ranging level of expertise in order to judge the awards.
Personal Finance Awards - Investment Advice Specialist 2016
For the first time, 2016 saw the Personal Finance Society recognising financial advisers with specialist and / or niche knowledge and skills. By entering for the Investment Advice Specialist Award members are committing to a rigorous 2 stage judging process. The ultimate winner will have demonstrated superior ability in the provision of investment advice. Congratulations to David Thomson of VWM Wealth on being the 2016 winner!
The MoneyAge Awards celebrate excellence, professionalism and innovation in the hugely competitive but critically important personal finance space. The award honours the personal finance specialists that have proved themselves ahead of the game in the field of consumer finance with their product provision, innovation, focus on value and customer service.
New Model Adviser – Scotland & Northern Ireland Finalist
This success reflects well on the whole team, particularly when one takes into account the quality of the firms we were up against. The judging criteria for the awards take into account both quantitative factors (such as profitability and funds under advice) and qualitative factors (such as adviser qualifications, client communications, processes and commitment to improving the profession).
Personal Finance Society – Chartered Financial Planner of the Year
This award given by the leading professional body in financial planning is bestowed upon a true flag bearer for professional advice, demonstrating technical proficiency and embracing the highest of professional standards. - Congratulations to Lisa Johnstone for winning this prestigious award.