Vero Wealth -

GAURAV PROOTHI, ACSI,

Director & Financial Planner

I’m a firm believer that financial wellbeing, alongside health and relationships, forms the foundation of a fulfilling life. This belief has shaped my entire life and career.

With over 23 years in financial services, I’ve had the privilege of working with global organizations before becoming an independent adviser. As a Certified Financial Planner, I bring that breadth of experience and perspective to every client relationship.

My approach is centred on building genuine, long-term relationships and guiding clients holistically and tax-efficiently through every stage of life — from short-term priorities to long-term goals, retirement, protection, and estate planning.

Helping people plan their finances in a way that prepares them for life’s major transitions is what gives my work meaning and purpose.

What we do

Retirement & Investment Planning

Inheritance Tax Planning

Protection Planning

Estate Planning

Meet the founder

We strive to guide our clients through life’s major transitions and emotional crossroads with their finances, rather than just planning for a distant retirement date.

Our mission is to support clients with not just the how much and when, but also the why, what for and how to live better, now.

STATEMENT OF PURPOSE

Vero is a Latin word that means truth. A word that reflects the foundation on which this firm was built.

ABOUT US

VALUES

Integrity above all

Clarity in every step

Evidence based advice

Consistency in changing times

Integrity. Clarity. Consistency.

We provide bespoke financial planning and advice to individuals, families, and business owners, partnering with them throughout their financial journey.

We help you build a clear, confident path toward long-term financial security.

Our role is to manage your investments in a tax-efficient and low-cost way, so you always know your money is working hard for your future

Estate planning is about protecting the people you love and ensuring your wishes are respected.

Working alongside experienced estate-planning professionals, we help you put the right legal structures in place so your assets remain secure and your voice is heard even when you cannot speak for yourself.

VALUES

Integrity above all

Our advice is independent, transparent, and always in our client’s best interest. No hidden agendas.

Clarity in every step

We try to simplify complex financial decisions, giving clients a clear view of their present, future, and possibilities.

Evidence based advice

Our recommendations are guided by research, not trends, rooted in data, discipline, and proven investment principles.

Consistency in changing times

Markets shift and life evolves, but our commitment to stability, adaptability, and disciplined planning remains constant.

At Vero Wealth Advisors, we believe true wealth is not just about returns, but about peace of mind. The confidence that your finances are aligned with your goals, values, and purpose.

As an independent wealth advisory firm, we focus on our clients’ real needs, working alongside them at every step. This approach brings clarity to complex financial decisions, helps them see true value in their money, and builds trust as they realize the process is centred entirely around them.

ABOUT US

Life can change without warning. An untimely death, illness, or loss of income can create long-lasting financial stress for the people who depend on you.

We help you put the right protection in place so your family’s lifestyle, dignity and future are safeguarded.

Inheritance Tax is becoming a growing concern for many families, with frozen thresholds and increasing asset values bringing more estates into scope.

While we cannot eliminate IHT entirely, we help you take thoughtful, measured, and proactive steps to significantly reduce its impact.

Integrity above all

Our advice is independent, transparent, and always in our client’s best interest. No hidden agendas.

Clarity in every step

We try to simplify complex financial decisions, giving clients a clear view of their present, future, and possibilities.

Evidence based advice

Our recommendations are guided by research, not trends, rooted in data, discipline, and proven investment principles.

Consistency in changing times

Markets shift and life evolves, but our commitment to stability, adaptability, and disciplined planning remains constant.

At Vero Wealth Advisors, we believe true wealth is not just about returns, but about peace of mind. The confidence that your finances are aligned with your goals, values, and purpose.

As an independent wealth advisory firm, we focus on our clients’ real needs, working alongside them at every step. This approach brings clarity to complex financial decisions, helps them see true value in their money, and builds trust as they realize the process is centred entirely around them.

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