VT WEALTH | Financial Planning Specialists

⭐The Power of Invaluable Advice ⭐ The sudden death of her sister made Claire Smith, 45, re-evaluate her life. She tells us how setting up her own business has improved her work-life balance and how her trusted financial adviser has helped to secure her financial future. Meanwhile, her daughter, Georgia, 18, is following in her mum’s entrepreneurial footsteps... Read more about Claire's story here: https://lnkd.in/ea8RDicX #InvaluableAdvice #VTWealth #WherePeopleMatter

"Give a man a fish, and you feed him for a day. Teach a man to fish, and you feed him for a lifetime." #VTWealth #QuoteOfTheDay #WherePeopleMatter

⭐Celebrating 5 Years of Service - MORNA FRASER⭐ "Where People Matter" is part of our Business strapline, and today we recognise Morna, who celebrates 5 years at VT Wealth. Now based in our Fraserburgh office, Morna has shown great adaptability in various roles over the years as our business and team grows. Morna is a dedicated member of our team, and is always willing to go the extra mile in her passion to serve our clients. Thank you for your loyalty, Morna. #WherePeopleMatter #VTWealth #ThankYou #5Years

Today, on World Mental Health Day, we shine a spotlight on the importance of talking about mental health and show everyone that mental health matters. This year’s theme set by the World Federation of Mental Health is workplace mental health. The theme highlights the importance of addressing mental health and wellbeing in the workplace. Work can have a huge impact on our mental health – positively and negatively. Let’s all be aware of our own individual responsibilities in playing our part in making our own workplaces a happy, positive environment where we all look forward to working together. Let's support each other, share our stories and break the stigma. A healthy workplace is a productive workplace. Remember, your mental health matters. #WorldMentalHealthDay #WorkplaceWellbeing #BreakTheStigma

Small businesses often don’t have key person insurance. Firms can use the insurance to cover any business issues that result from an individual’s absence. Getting advice on the right cover at the right price, and on tax considerations, can help to ensure continued business success. Read more: https://lnkd.in/ePXa-rep #SmallBusiness #KeyPersonInsurance #VTWealth

SJP's largest consumer survey, the Real Life Advice Report carried out by Opinium, examines the UK population's relationship with financial advice. ◾ A third (33%) don’t think advice is relevant to them, while others aren’t aware of its benefits or don’t believe it’s the right time to take advice (8% and 7% respectively) ◾ 24.6 million people have never accessed any kind of financial advice or guidance ◾ Among those who have received advice or guidance, 84% say they benefitted mentally or emotionally ◾ The findings reveal that financial advice can - and does - transform lives. Read more: https://lnkd.in/etBBxakF #VTWealth #WherePeopleMatter #ValueofAdvice

🎂🎉Happy birthday Joanne!! 🎉 🎂 Today is Practice Administrator, Joanne's, birthday! Vee, George and all the team want to wish her the happiest of birthdays, and we hope she has a fantastic day! #VTWealth #WherePeopleMatter #HappyBirthday

⚽Fraserburgh Football Club v Rothes⚽ As Main Sponsor, we want to wish The Broch all the very best for their game against Rothes tomorrow in the First Round of the Scottish Gas Men's Scottish Cup. Kick off is at 15:00 at Bellslea Park. Here’s to a Broch win! #FFC #TheBroch #VTWealth

“In all these things, we have enormous confidence in Lisa. She really takes the time to explain everything fully to me and my sisters.” When an elderly relative needs long-term care, it can be a difficult and stressful time for all concerned. Thanks to expert advice, a St. James’s Place client was able to ensure his mother’s care-home fees were covered for life - and reduce a potentially high Inheritance Tax bill. Discover the joy of invaluable advice on our website - https://lnkd.in/ejuD2fHY VT Wealth is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). SJP approved 30/08/2024 #InvaluableAdvice

At VT Wealth, our mission is to strive to always have a climate of positive attitudes and supportive behaviours in our office environment – very simply, it’s all about the way we do things by living our values, with each other and in how we serve our clients. We spend a large part of our lives at work, and this has a significant impact on the rest of our lives – paying attention to “happiness at work” can make a real difference. Our strapline, "Where People Matter", doesn't only mean our clients, it's about our staff too! Our belief is that creating a culture that values work-life balance isn't just about preventing burnout - it's about upholding respect for personal time and understanding the value of rest. In recognising the International Week of Happiness at Work, it’s important to always reflect on how we can all contribute to a more positive and supportive work environment, and this to improve positivity in the workplace: Creating a culture where all the team feel valued & are happy at work - also care about each other and care how we make others feel. Do you have more tips for improving workplace wellbeing? #HappinessAtWorkWeek #VTWealth #WherePeopleMatter