Selling for a new beginning

Patrick Spencer, IEP Financial

We are delighted to be joining Simon and the team at Verso, and view their established platform as a key enabler of our growth strategy. Verso’s client-centric business model, with its focus on quality financial planning, exceptional value for money and professionalised compliance function removes many of the challenges and inefficiencies we face today as a business. It is attractive to both our clients and advisers alike, and we are excited to continue to expand IEP’s presence in the South of England while working closely with Simon and team under the Verso banner.

Anne Windle, Heritage

We are thrilled to be joining Simon and the team at Verso as the Verso model overcomes many of the challenges and inefficiencies in our market. We will be able to relinquish our day-to-day regulatory and operational hurdles and focus on what we do best – providing our clients with the very best advice available.

Stewart Thomson, Campbell Thomson

We are delighted to be joining Andrew and the team at Verso as the Verso model overcomes many of the challenges and inefficiencies in our market. We will be able to relinquish our day-to-day regulatory and operational hurdles and focus on what we do best – providing our clients with the very best advice available. We view our partnership with Verso as a key part of our future growth strategy.

Andrew Mann, CDC Wealth Management

We are delighted to be joining Andrew and the team at Verso. It is the natural evolution for our firm – we gain additional resources and enhanced technology. Pairing our expertise with Verso’s automated advice capability and straight-through-processing engine, we will be able to serve our existing clients better and importantly, broaden the types of clients we are able to serve.

Vince Whitefoord, Whitefoord Wealth Management:

Partnering with Verso is an obvious choice for us and the natural evolution for our firm. We have always embraced the latest technology and recently launched our digital communication portal. The digital advice platform provided by Verso will enable us to leapfrog to the next generation of digital infrastructure. Our clients greatly value our personal service and that will remain unchanged but a wholly automated advice and investment option will allow us to help their families and open up our expertise to a far wider audience. Verso’s scale and technology will deliver significant administrative cost efficiencies and regulatory upside.

Quentin McCormick, Pavis Chartered Financial Planners

We are delighted to be partnering with Verso as its model overcomes many of the challenges and inefficiencies in our market. We will be able to relinquish our day-to-day regulatory and operational hurdles and focus on what we do best – providing our clients with the very best advice available. Our client-centric business model, with its focus on true financial planning and exceptional value for money, is attractive both to customers and advisers alike. We are already beginning to see further recruitment and acquisition opportunities and view our partnership with Verso as a key part of our growth strategy.