Carly Dunningham

Wealth Management Adviser

Liverpool

Experience

I am a Chartered Financial Planner and Director of Financial Planning at Verso Wealth Management.

I work closely with my clients to help them achieve their life goals and aspirations and my time is divided between this and managing the business with my co-directors. No two days are the same and I enjoy seeing the power real financial planning can have.

I am a Chartered member and Fellow of the Personal Finance Society (PFS), as well as being a Certified Financial Planning Professional with the Chartered Institute for Securities & Investment (CISI).

I’ve worked in financial services for just over 20 years, having held various roles from mortgage advising, paraplanning support, and becoming a Financial Adviser in 2009. I’ve never stopped gaining further professional qualifications and was very proud to be promoted to Director in 2019.

The Verso Liverpool Team

Quentin McCormick

Verso Wealth Management Adviser

Liverpool

John Millington

Verso Wealth Management Adviser

Liverpool

Mike O’Neill

Verso Wealth Management Adviser

Liverpool

Graham Paul

Verso Wealth Management Adviser

Liverpool

Steve Robertshaw

Verso Wealth Management Adviser

Liverpool

Lydia Taft

Verso Wealth Management Adviser

Liverpool

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