Carly Dunningham

Director - Financial Planning

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.

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