VWM Wealth Management - Case Study - FP Advance - A Boutique Consulting Firm

VWM Wealth Management

Ken Walsh
Ken Welsh: VWM Wealth

VWM Wealth delivers lifestyle financial planning and in-house discretionary investment management services in an integrated manner.

  • Turnover is around £775K pa
  • They have 6 staff including the owner (that includes 3 advisers)
  • They serve 60 clients
  • AUM is $75M
  • Recurring revenue is £600K pa

I recently interviewed Ken Welsh of VWM Wealth on The Benefits Of An External Pair of Eyes. Click to listen to a snippet and let me know if you’d like to hear the full interview!

Ken returned for a second interview: here he talks about Changing The Team (and believe me, he’s a man who knows all about it!)
Listen Here for Ken Welsh: Changing The Team