Group Information >  About Us

Making wealth management modern, rewarding and accessible

Our proposition is steered by decades of expertise and deep industry knowledge. By integrating our award-winning technology, we empower our advisers to stay ahead in the industry and operate more efficiently, priming the group for new growth, together.

How we work at Verso

Our team has been in your shoes. We have worked across wealth management throughout our individual careers, and collectively we offer a unique understanding to IFA business owners and the decisions you face.

We respect your history and we’re passionate about your goals when you join us. Whether you choose to actively continue, or take a step back and retire, we will welcome you and your involvement through the process.

From enquiry to integration, our approach is transparent. Our technology is proven, visionary and ahead of the curve; we aim to make doing business more streamlined, efficient, and empowered.

Verso is a people-driven business. When working together, you can expect a seamless and collaborative experience. We’ll strengthen, support, and give you space to grow in the dynamic climate of our group. Elevating and understanding your team and clients – we look after our people. It’s part of our core ethos.

2022 is set to be an exciting year as we continue to acquire further IFA firms whilst delivering exceptional quality advice to everyone, and we hope you’ll be part of the journey.

A message from our CEO

Verso Wealth Management will make it far easier for advisors to maximise efficiency, reduce compliance risk and increase revenue. Our goal is to become the leading IFA consolidator and there’s no limit to our ambition. The need for good quality, affordable financial advice and investment services has never been greater. Our goal is to make this advice available to everyone – not just the wealthy. People from all walks of life use our proprietary technology to buy the core financial products they need; our partnership will broaden both the types of clients we are able to serve and the range of investment solutions that we are able to recommend. It is an exciting period for Verso Wealth Management and the IFAs we partner with as we work to implement our plans.

Andrew Fay, CEO of the Verso group

The Verso vision

With great people and technology, we aim to accelerate sustainable wealth management to the whole of the UK population.

The Verso mission

To build, protect and manage wealth sustainably for and through the generations.

The Verso vision

With great people and technology, we aim to accelerate sustainable wealth management to the whole of the UK population.

The Verso Team

The Verso mission

To build, protect and manage wealth sustainably for and through the generations.

The Verso Team

Our core values

Integrity

Acting with integrity towards our clients, people and partners, always.

Modernity

Ahead of the rest, always looking for pioneering ways of working, embracing advanced technology as the norm.

Expertise

Everyone at Verso is an expert in their respective fields.

Sustainability

We drive sustainable investing and actively promote protecting the planet throughout our group.

Safeguarding

Trust that your assets and security are safe with us.

Enjoyment

Making finance fun is always our aim!

Sustainability

We care about socially responsible investing, who we work with and how we work, and the impact on our planet as we grow. Read more about our approach to sustainability and ESG.

Verso and sustainability

Our Investors

We’ve joined forces with the private equity firm Cairngorm Capital, and together we’re building a national wealth management group for newer times and smarter technology.

Verso and Cairngorm

Meet our team

Our people