Verso Wealth Management

COMPANY TYPE

Independant Financial Advisor

Year founded

1978

METHOD OF ADVICE GIVEN

In person, Phone, Online

What sets Verso apart in the world of wealth and investment management is our commitment to understanding our client’s goals.

Many advisers and investment managers focus on building and protecting wealth, but we recognise that the route to financial success lies in the ‘why’.

Our dedicated advisers first engage with you to understand your financial goals. We don’t just create strategies; we craft them to align with those goals. Our process enables you to clarify your financial objectives and once we’ve truly understood your ambitions, our team rigorously researches and evaluates every facet to tailor the optimal plan for you.

The partnerships we create with our clients last for years. Engaging with Verso means embarking on a journey where your wealth isn’t just built, it’s cultivated and protected over generations.


Advisory services offered

  • Financial Planning
  • Insurance & Protection
    • Critical illness
    • Income protection
    • Life insurance
  • Investment Management
  • Mortgages
  • Pensions and Retirement Planning
    • Final Salary Pensions
    • Income in Retirement
    • Pension Consolidation
  • Tax / Inheritance Tax
  • Trusts

Contacts

North East Business and Innovation Centre,
Wearfield Sunderland, SR5 2TA
Sunderland
SR5 2TA

Meet our team

No team members found.

Accreditations & Regulatory Status

FCA registered