Get the guidance you need as you choose to leave your career or business.

Once you feel ready to leave your career or business, you face many complicated decisions, but you can get the guidance you need with us.

Reaching the right goals

Starting the next phase of your life is an exciting time, but you need to prepare for it correctly. You may know what you want to achieve, and with our expertise, we can put you on the best path.

As you leave the working world behind, our experts can help you understand how much money you need in the short and long term. If you are selling or have sold a business, we can help you plan how best to structure your tax, investment, and drawdown arrangements most effectively.

Whether you need help accessing or transferring a pension, or any other aspect of retirement planning, your advisor team will work together to deliver the highest level of service.

Understanding your needs

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

How we work

Legislation, simplified

With decades of pensions experience, we can offer much-needed clarity on any type of plan.

Future-proofing your funds

Your retirement may last longer than you expect, so we'll help you plan accordingly.

Personalised to you

A bespoke plan will help you to achieve all of the unique goals you have for later.

“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