Turn dreams into reality with careful, specialist financial advice.

Welcome to Verso Wealth Management

Wealth planning that starts with you.

Whatever dreams you have for the future, take one step closer to turning them into reality with careful, specialist financial planning and advice.

Flexible, tailored investment strategies to get you to where you want to be

A full financial plan

We can create a plan designed to help you achieve your aims and objectives and live a better life.

Retirement planning

Get the guidance you need as you choose to leave your career or business.

In retirement

It's key to ensure your investments continue to provide for you and allow you to leave a legacy.

Estate planning

Ensure the wealth you worked hard to build is protected and passed on according to your wishes.

Tax planning

Gain a better understanding of your tax arrangements and obligations and structure them most effectively.

Saving for your children

Explore the different ways you can build wealth for the next generation.

Life-changing events

Bereavement, divorce and the need for later-life care can all take a toll, our experts can help you navigate through them.

Mortgage advice

Your property investments can be some of the largest you will make, and we can help you to ensure you take the right steps.

Financial protection

If you anticipate the unexpected and plan accordingly, you can aim to protect against the lasting effects of financial difficulty.

Goal-based planning

We love a goal, and we can help plan for specific ones with a plan to get you there.

Corporate financial planning

As a business owner, you face distinct challenges and pressures. See how we can ease the burden.

Intergenerational planning

Whichever stage of life you are at, we want to help you keep as much of your wealth as possible within your family.

Investment advice

If our Collective Portfolio Service or Discretionary Portfolio Service isn't right for you, we can offer and advisory service from thousands of investment funds across the market.

Flagstone

Cash management is a key part of overall wealth planning, and recent changes in interest rates have increased its importance in holistic wealth planning.

Not sure where to start?

Our advisers can help you find the best services to help you achieve your goal.

Contact us
“We never knew there could be such an in-depth assessment of our current situation and future needs. Best of all, we weren’t made to feel like our questions were silly; they were always answered professionally and with patience even when we needed to go over the same ground again.”
“We have been retired for 4yrs and with all your help by investing our money we could never have wished for a more comfortable lifestyle. You make us feel at ease, explain everything so we understand, and there is always someone on the end of the phone for advice if we need it.”
“I have been a client with this company for four years now, they are always at the end of a phone when needed and are very quick to sort out any problems. I am more than pleased with my pension investment and the team are looking at different ways to invest my money to improve the future growth.”
Our investment team has over 100 years of combined experience
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With an ever-changing landscape, the need for a well-thought-out investment strategy has never been greater
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Verso Wealth Management Ltd
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