Experience
I have worked for Pavis (now Verso Wealth Management) since January 2018 as a paraplanner. I have over 25 years’ experience in the financial services market.
My career began in pensions administration before moving on to work specifically in self-invested personal pensions (SIPPs), then latterly into client-facing financial planning which I find thoroughly enjoying.
I find the variety of work, problem solving and analytical nature of the job the most enjoyable aspects.
The Verso Liverpool Team
John Brougham
Change & Transformation
Liverpool
Carly Dunningham
Financial Planning
Liverpool
Quentin McCormick
Financial Planning
Liverpool
Scott McKenna
Paraplanning
Liverpool
John Millington
Financial Planning
Liverpool
Simon Noakes
Client Services
Liverpool
Mike O’Neill
Financial Planning
Liverpool
Graham Paul
Financial Planning
Liverpool
Sarah Picton
Client Services
Liverpool
Julie Riley
Compliance Operations
Liverpool
Steve Robertshaw
Financial Planning
Liverpool
Sheila Rodgers
Client Services
Liverpool
Paul Rodriguez
Paraplanning
Liverpool
James Smith
Paraplanning
Liverpool
Lydia Taft
Financial Planning
Liverpool
Lyndsey Wild
Compliance Operations
Liverpool