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
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