Verso Wealth Management
Financial planning and investment advice for individuals, families and business owners in the UK
Highlights
- New on EvolcAdded 2026-11-02
About Verso Wealth Management
Verso Wealth Management provides financial planning and advice, covering retirement, estate, tax, goal-based and intergenerational planning, mortgage advice, financial protection and investment advice. Its investment offering includes a Collective Portfolio Service and a Discretionary Portfolio Service.
Clients are individuals and families, including business owners who receive corporate financial planning. The firm is authorised and regulated by the UK Financial Conduct Authority and operates through two regulated subsidiaries, Verso Wealth Management Limited and Verso Investment Management Limited Liability Partnership.
The company was founded in 1991 and is headquartered in London. It was named UK financial advice firm of the year by FT Adviser, and ranked No.1 in FT Adviser's Top 100 IFAs 2025.
Product: Financial planning, retirement, estate and tax planning, and investment advice, including Collective and Discretionary Portfolio Services.
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