Verso Wealth Management Liverpool began life as Pavis Financial Management in 1992, becoming part of the Verso Wealth Group in January 2022.
For over 30 years they have helped clients in the Northwest and across the UK build, manage, and protect their wealth to achieve financial and life success. They were one of very few firms in the UK to gain both the PFS Chartered Financial Planning firm status and the CISI Accredited Financial Planning Firm status and won multiple industry awards, most recently Accredited Financial Planning Firm of the Year 2023 by the CISI and making the New Model Adviser Top 100 list for 10 years running.
Verso Investment Management Portfolios
The Verso Investment Management Portfolios are discretionary managed portfolios. The aim is to apply robust, reliable and sensible measures to our investment process. Our goal is to deliver reliable returns and net of costs.
2023 A Year In Review
The Verso Investment Management Discretionary Portfolios - Quarterly Snapshot - 31st December 2023
The Verso Wealth Management Portfolios (previous Pavis Premier portfolios) - Quarterly Snapshot - 31st December 2023
Verso Investment 20% Equity Factsheet
Verso Investment 35% Equity Factsheet
Verso Investment 35% Equity Income Factsheet
Verso Investment 50% Equity Factsheet
Verso Investment 50% Equity Income Factsheet
Verso Investment 60% Equity Factsheet
Verso Investment 75% Equity Factsheet
Verso Investment 75% Equity Income Factsheet
Verso Investment 90% Equity Factsheet
Verso Investment 100% Equity Factsheet
We like to give back to our local and professional communities wherever possible. The following are some of the projects we are involved with:
Supporting our community
The Whitechapel Centre is the leading homeless and housing charity in the Liverpool region. They work with people who are sleeping rough, living in hostels or struggling to manage their accommodation. And they are committed to helping people find and maintain a home and learn the life skills essential for independent living.
For more information on their work, or to donate, visit – The Whitechapel Centre
In addition to supporting The Whitechapel Centre, we also sponsor the West Kirby Under 9s football team, part of West Kirby United, one of the largest junior football clubs in the UK. The football club are truly inclusive running multiple teams per age group, with an overriding ethos of enjoyment and fun.
To read more about the club visit – West Kirby United
Supporting our professional communities
Within our team, Julie Calvert, and Carly Dunningham have both held the position of President of the Insurance Institute of Liverpool and both remain active on the committee.
Julie Calvert is a previous chair and Carly Dunningham is currently chair of Financial Liverpool, a society for professionals working in the financial services sector in Merseyside. Members include financial advisors and planners, discretionary fund managers, pension providers and private client lawyers.
Quentin McCormick, was formerly both regional chairman for The Institute of Financial Planning and chairman for the CISI Accredited Firms Steering Committee. He also sits on the committee that judges the CISI Accredited Firm of the Year Award.