Vicky Menzies - Adviser at DWM Financial Planning Ltd

22/02/2024

Are you looking to improve your financial health and make smarter decisions with your money? Take our Financial Snapshot Scorecard quiz to get started. Click the link below to get started!Quiz url:

Finances play a huge role in our lives – some might say one of the most important. With so many factors to understand and manage though, just how smart with money do you think you are? Discover the answer in a minute or less!

17/11/2022

All the details from today's autumn statement.

Today, the Chancellor of the Exchequer, Jeremy Hunt stood up to present the Autumn Statement and medium-term fiscal plan to Parliament.

22/08/2022

My retirement planning advice and services give you the help you need to make the most of your retirement opportunities.🌟

12/08/2022

Thank you for this fantastic review and for the recommendations!

If we have worked together recently, please help me spread the word about my services and leave your customer feedback. 🌟

28/07/2022

My emphasis is on high quality customer service, building lasting and trusted relationships with my clients, helping you every step of the way through your financial planning journey.

Get in touch today for more information!

25/07/2022

I started my career in Financial Services in 2005, working for a large Insurance Society in Edinburgh. I have been a qualified Financial Adviser since 2013 and joined DWM Financial Planning Ltd in 2017.

I have received recognition in previous roles through my excellent client service. I advise on a wide range of important areas including Retirement planning, Investment planning, Protection and Inheritance tax planning.

Outside of working life, I have two young children who keep me busy. I love family life and travelling, and would like the gaps between family holidays to be much shorter!

24/03/2022

How will the Spring Statement effect you.

The Chancellor has delivered the spring statement today. Here's what it means for you.

10/03/2022

Test your Tax position!

Test yourself to find out how much you know – and whether it’s time to seek expert advice

03/03/2022

Extraordinary events are part of every investment journey, and we are here for our clients every step of the way