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

If you want to build wealth for a particular reason or have a certain set of goals in mind, work with us on a plan that gets you there.

Achieving your aims.

There are enormous benefits to saving and investing, but doing so towards a specific goal can be even more rewarding. Whatever you want to accomplish, with us you can work with a team experienced in helping people reach a successful outcome.

Your journey begins with a discussion to gain clarity about your aims, such as paying for a child’s education, or building a retirement nest egg. Our experts will then produce and implement a plan designed to deliver the results you want.

Helping clients build wealth across the generations is important to us, so our recommendations will provide value not only to you, but to those closest to you as well.

Understanding your needs

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

How we work

Protect and grow

Whether your goal is to protect or grow your wealth, or both, we have plans that help you achieve your goals.

Goal-based investing

Our technology enables us to target and monitor the attainment of specific investment goals.

A wealth of experience

Your advisor team will bring together their well-established talents and wisdom for your benefit.

“We were trying to work out what our financial situation in retirement would look like. After going round in circles, not knowing which way to turn we found Eddie at Verso Wealth Management, Brighton & Hove. He thoroughly guided us through what had seemed to us like a minefield. 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