It's key to ensure your investments continue to provide for you and allow you to leave a legacy.

Grow assets for later life and access your funds in the most appropriate way with the help of our dedicated retirement solution.

The next chapter

Once you’ve retired, what’s key is to ensure that your investments provide for you over the years and allow you to leave a legacy. At the same time, many retirees worry about spending excessively, and yet may not need to.

Using all the tax-planning and investment tools we have available, our advisors will work with you to create a drawdown plan and monitor it to ensure that it remains in line with your spending needs and available investment assets.

Our investment team has designed a retirement solution that balances the ups and downs of the market with the need to deliver a regular income. It allows you to grow aseets for later years, while drawing down from assets less subject to market movements, so you can achieve all your retirement aims.

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

“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