About Us

Tony Mcphee of verum wealth

Tony McPhee

Director and IFA

Tony has worked in the ever changing financial services world for more than 3 decades.

Following a professional traineeship at Mercer Consulting he moved to Standard Life in pension sales. Scottish Amicable and Prudential then followed predominantly in sales management.
The IFA business operation here at Gordon Chambers, 90 Mitchell Street, began in 2000 as a joint venture with Sinclair Wood & Co Chartered Accountants.

Since then the business has grown and developed since 2000 through two stock market crashes and three different regulators. This year Tony rebranded the now wholly owned business as Verum Wealth Limited.

Tony specialises in providing bespoke financial planning to owner managed businesses. He continues to work very closely with accountants to provide clients with a joined up proactive financial advisory service. The full advisory service predictably encompasses risk graded investment portfolios, self invested pensions, IHT planning, personal and business protection. Most of the key clients have been on board since inception; testament to our belief that clients want a strong ongoing advisory relationship.

An elongated rugby career has led to poor tennis and golf – but hope springs eternal!!

Tony is ably assisted by an excellent client servicing team:

John Sweeney at verum wealth

Jon Sweeney

Investment Manager

Jon has over 34 years’ experience in financial services and specialises in investment management. He is part of a small band of advisers in the UK to hold both the Investment Management Certificated (IMC) and Discretionary Management qualifications.

He previously spent 2 years in London as an investment specialist with PPMG who manage in excess of £110 billion and was responsible for designing and launching Prudential’s corporate pension lifestyle solutions which have now amassed £2.2 billion of funds under management.

Jon is well respected in the West of Scotland financial services community and recognised as one of the foremost investment specialists.

Jon has been married for 23 years and his spare time, if there is any, is spent on sports; he still plays over 50’s football and tennis very badly in both cases.

angela at verum wealth

Angela

Angela has worked in the Financial Sector since leaving school and has her Financial Planning Certificate.  Her experience ranges from new business to tax issues and complex pensions.

In her spare time she enjoys running and yoga.

alison at verum wealth

Alison

Alison has worked in the Financial Sector for over 27 years and takes care of Business Management.

Outside of work she has a keen interest in health and wellbeing.