ENQUIRY RECEIVED

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We match you with the right wealth manager, for FREE, so you can make better use of your money.

2.

YOUR MATCHES ARE READY

Based on the information you’ve provided, we’ve selected two FCA-authorised firms that could be a good fit for you.

Fairview Financial Management

Rayleigh, Essex
£100,000+

The team at Fairview Financial Management specialise in working with people planning for retirement or already retired, business owners, high-earners and people going through a major life event like divorce, redundancy, bereavement and advising those that have a lump sum from an inheritance, sale of a business or windfall. We’re also a whole-of-market mortgage broker with a particular specialism working with first-time buyers, self-employed people and company owners, and arranging high-value mortgages. With over 200 verified reviews online, we pride ourselves on making a genuine difference to the lives of our clients.

SERVICES OFFERED

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

Verso Wealth Management

Sunderland
£100,000+

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. […]

SERVICES OFFERED

  • Critical illness
  • Final Salary Pensions
  • Financial Planning
  • Income in Retirement
  • Income protection
  • Insurance & Protection
  • Investment Management
  • Life insurance
  • Mortgages
  • Pension Consolidation
  • Pensions and Retirement Planning
  • Tax / Inheritance Tax
  • Trusts
3.

WHAT HAPPENS NEXT

One of our experts will give you a quick call within 1 hour during working hours (8am-6pm) to check you’re happy with your matches and answer any questions. We’ll then arrange for the firms to contact you directly.

If you’re not available within the next hour, please choose a time that suits you

Our experts

Lara Clarke

Lara Clarke

Director
Finn Harrod

Finn Harrod

Client Relations
Lee Goggin

Lee Goggin

Co-Founder

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