If our Collective Portfolio Service or Discretionary Portfolio service isn't right for you, we can offer an advisory service from thousands of investment funds across the market.

If you want to have the final say on how your wealth is invested, you can take advantage of our expertise on a purely advisory basis.

Trustworthy support

If our collective portfolio service or discretionary Management service is not suitable for you, we can offer an advisory service from thousands of funds across the market.

Under this option, your advisor will research and recommend an investment solution from across the market. In any advice we offer, your ideas and priorities will be fully taken into account, so you get the precise strategy you want.

At your periodic review, we’ll sense-check our recommendations, and suggest changes we may consider appropriate for any changed needs or circumstances you may have. Our advisory service leaves you in an informed position and complete control.

Understanding your needs

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

How we work

Help when you need it

Whether your want regular contact or occasional guidance, your advisor will be on hand.

Decades of experience

If you feel unsure about the choices you face, our advisors have the expertise you need.

Unrestricted access

Thanks to our strong industry relationships and cross-group expertise, we can give you whole-of-market investment advice.

“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