About us

What sets Verso apart in the world of wealth and investment management is our commitment to understanding our client’s goals.

Many advisors and investment managers focus on building and protecting wealth, but we recognise that the route to financial success lies in the ‘why’.

Our dedicated advisors first engage with you to understand your financial goals. We don’t just create strategies; we craft them to align with those goals. Our process enables you to clarify your financial objectives and once we’ve truly understood your ambitions, our team rigorously researches and evaluates every facet to tailor the optimal plan for you.

The partnerships we create with our clients last for years. Engaging with Verso means embarking on a journey where your wealth isn’t just built, it’s cultivated and protected over generations.

Where we came from

We’ve brought together a group of top-tier financial advice firms with a long-standing investment manager, to provide our clients with a truly holistic wealth planning proposition.

We start with understanding our client’s goals and have the capability to offer whatever service they need, from tax, through intergenerational wealth management, right through to bespoke investment services.

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What drives us

Our purpose

To provide clarity and confidence in holistic wealth management and financial planning.

Our mission

To be the best at building, protecting and managing wealth sustainably, for and through the generations.

Our values

Confidence

We rigorously research and evaluate so that we can have the utmost confidence in the advice we give. We’re confident in our ability to deliver for our clients because we first undersand their goals. We don’t shy away from our point of view so our clients can feel confident too.

Clarity

Our advice, processes and governance are transparent, clear and simple to understand. We de-mystify investment on your behalf so that our clients can feel assured we are doing the right thing by them. By understanding where our clients are going, we provide the clear route to get there.

Consistency

We take responsibility for ensuring our clients’ returns and the investments that achieve them over the long-term. Our clients have trusted the people who work for us for generations, and we want to play our part in ensuring that future generations are looked after, both financially and environmentally.

Credibility

Our advisers are highly qualified and certified to give expert advice. Amongst our advisors are Chartered Financial Planners. We act with integrity, honesty and are laser-focused on achieving brilliant results for our clients. We speak up when it matters and in pursuit of the best outcome for all.

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