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About us

With a clear purpose guiding us, we’re leading wealth management into a new age by merging advanced technology with decades of experience.

Who we are

There are times in life when getting help managing your money becomes especially important, and as our client, every eventuality is covered. Our large and growing team of friendly advisors and renowned industry experts are on hand to support you through each and every stage on your wealth-building journey.

Family really matters to us here at Verso, which is why our advice is geared around helping you to build long-term sustainable wealth both now and for future generations. Choose us, and you benefit from a tried-and-tested approach that will give you the happiness and success you deserve.

 

How we work

Your needs come first, and we believe in maximising results in the simplest way possible, using the most evolved technology and decades of expertise.

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Our history

Verso Wealth Management began when two successful and forward-thinking enterprises came together. As time went by, the business grew and grew through calculated acquisition, bolstering their expertise for the benefit of our valued clients. Today, Verso helps more people than ever before to build, protect and manage their wealth.

Here are just some of the milestone moments in our journey.

 

2021
Joining forces
Munnypot Limited partners with Cairngorm Capital Partners LLP and acquires Whitefoord LLP to launch Verso Wealth Management (Verso).
2021
A mark of quality
Verso acquires Pavis Chartered Financial Planners, which offers a range of advisory and investment services. Pavis has Accreditation by the Chartered Institute for Securities & Investment (CISI) and also holds Chartered status from the Chartered Insurance Institute (CII).
2021
North-East expansion
Verso acquires Sunderland-based CDC Wealth Management, which offers bespoke financial solutions. The firm holds the CII’s prestigious Chartered accreditation as well as the Personal Finance Society’s Pension Transfer Gold Standard award.
2022
Long-standing experience
Verso acquires Campbell Thomson, which has offered specialist financial advice and financial planning from its base in Glasgow since 1978.
2022
Growing reach
Verso acquires IEP Financial, based in Hove, which provides clients with specialist financial advice including pensions, investments, mortgages, and tax planning.
2022
Cementing success
Verso acquires Solihull firm Heritage Independent Financial Advisers, whose strategic planning and creation of long-term financial strategies underpin their core offering.
2023
Adding expertise
Verso acquires The Heathfield Partnership, another specialist financial planning business looking after individuals and family groups. Following the acquisition, Heathfield is integrated into our Scotland hub under Campbell Thomson.
2023
A new era
Whitefoord LLP rebrands as Verso Investment Management LLP.