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

Understandably, you want the wealth you worked hard to build to be protected and passed on according to your wishes, and we can help.

For every generation.

One of the most rewarding parts of later life is using your wealth to help your family, now and in the future. To ensure that wealth is handed down appropriately when the time comes, a good estate planning team is vital.

However you built your wealth, our experts can help you and your loved ones to keep more of it with a strategy tailored to you. From wills and trusts to reducing your Inheritance Tax bill, your Verso advisers have the in-depth knowledge you need.

Our aim is to help you manage your wealth for the long term, so be assured your adviser will always act with your family’s best interests at heart.

Understanding your needs

Goals are important, but we believe you cannot get to ‘there’ without understanding where ‘here’ is first.

How we work

Growth and income

Increased longevity means our assets need to sustain us for longer, and we've developed new speciality tools to support this.

Peace of mind

As your needs change and you draw down assets, we'll tailor your plans so you can enjoy your earned assets to the fullest.

Tax advantage

Our advisers can utilise effective tax management techniques and arrangements to protect your assets and enable further growth.

“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 wealth management services