Tracy Evans

Operations and Compliance Support

experience

I worked for the Chartered Insurance Institute (CII) and Liverpool Insurance Institute as the Regional Membership Executive for over 14 years. I joined the Operations and Compliance team at Pavis (now Verso Wealth Management) in 2020, at the start of the Covid-19 lockdown.

I assist the Operations and Compliance manager in the daily operation of the company. In my early career, I was a financial analyst at Cammell Laird Shipbuilders. This background has enabled me to bring a logical and analytical approach to my role.

Whilst the job can vary from day-to-day, my main duties include reconciliation of the accounts and commission statements.

personal interests

I am on the PCC for my local church and head the social and outreach committee.

I love spending time with my children and grandchildren, who still manage to keep me very busy.

Whenever possible, I like to go to my caravan in Anglesey and unwind.

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Verso Wealth Management Limited is registered in England No. 02625986 at The Clove Building, 2nd Floor, 4 Maguire Street, London, SE1 2NQ.

Authorised and regulated by the Financial Conduct Authority – 153871

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