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Intergenerational wealth

Whichever stage of life you are at, we want to help you keep more of your wealth within the family through successful inheritance planning and good financial education.

Supporting every investor

As a Verso client, the plans our experts create for you will be designed for long-term success. While that long-term view applies to your own wealth, it also relates to building and protecting wealth for the next generations of your family.

At its core is the idea that more families should be able to retain more of their money. We believe our job is to help you do just that.

Taking into account your family assets, we’ll actively manage your plans so that you can leverage tax-efficient structures and asset transference. We’ll work with each family member with an investment solution that meets their life stage and interact with the utmost clarity. And, as a family group, you’ll benefit from discounted fees. Whatever your goals, rest assured that our experts will help you reach them.

Get in touch

We’re here to help whenever you need us. Just let us know what support you’d like, and we’ll be in touch. We look forward to hearing from you.

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Family focus

The way we work and our services are designed to work for all members of your family, with products and services suitable at each life stage

Strategies for all

Whether it’s a drawdown plan in action or an investment for a grandchild, we have investment strategies for all time horizons

Face-to-face, remote, or digital

However you want to interact with us, we have an approach that enables us to stay connected and be with you as your trusted advisor

What our clients say

Over 99% of clients believe working with us has helped or will help them to achieve their financial goals.

99% of clients would recommend us to other people.

98% of clients are satisfied that we understand their needs, goals, and objectives.

More financial planning services

A full financial plan
Investment Advice
Retirement planning
In retirement
Estate planning
Tax planning
Saving for your children
Life-changing events
Mortgage advice
Financial protection
Goal-based planning
Corporate financial planning