Ep16. VWM Wealth - Lisa Johnstone

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Ep16. VWM Wealth - Lisa Johnstone

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概要

In this episode of Glasgow Business Stories, we sit down with Lisa Johnston, Managing Director of VWM Wealth, to talk about financial planning, leadership, and what it really takes to build trust with clients.

Lisa shares her journey into financial services, from studying the subject at university to working her way through administration, paraplanning and advice before stepping into leadership. She reflects on following a traditional path, learning the technical detail of the role, and why that foundation has shaped how she leads today.

We also explore how many business owners pour everything into their companies while neglecting their own personal financial planning, why understanding your spending is more important than most people realise, and how good advice can set you up for the long term without constant intervention.
Lisa talks openly about building a team with both technical skill and human connection, challenging the idea that financial advice should feel distant or inaccessible, and explaining who financial planning is really for in a world full of online opinions and influencers.

If you are a business owner, thinking about your finances, or interested in how professional services firms grow through people and relationships, this is an episode well worth your time.

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