Whichever stage of life you are at, we want to help you keep as much of your wealth as possible within your family.

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

Supporting every investor.

As a Veso 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.

Understanding your needs

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

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.

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.

“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