VERSO - Key Persons
Job Titles:
- Member of the Verso London Team
- Chief Executive Officer / London
- Executive Team Verso Wealth Management Board / London
Experience
As Group CEO, I am responsible for setting the strategic vision for the business and ensuring the delivery of the Verso strategy. I joined Verso in June 2023. Prior to that I was CEO at Brown Shipley where I was responsible for growing the business both organically and through acquisition, replatforming the investment business and using technology to improve the client experience.
Prior to joining Brown Shipley I had spent the majority of my career at Santander, latterly as Head of the Wealth Management business where I launched Santander Private Banking and brought the Investment Hub to market, an innovative open architecture offering for clients investing digitally.
I have over 30 years experience in financial services and have attended the INSEAD Strategic Management in Banking Programme
Job Titles:
- Member of the Verso Sunderland Team
- Adviser / Sunderland
- Wealth Management Adviser / Sunderland
Experience
I joined CDC as a graduate, initially working in an administrative function however since, have gone on to complete my Diploma in Financial Planning; and now advise clients on a range of financial matters. I believe that through guidance and education anyone can achieve their financial goals.
Prior to joining CDC I worked in Public Sector Finance for a number of years while studying Accounting and Finance at University.
Job Titles:
- Member of the Verso London Team
- Co - Founder & Director / London
- Executive Team Verso Investment Management Board / London
Job Titles:
- Member of the Verso Sunderland Team
- Adviser / Sunderland
- Wealth Management Adviser / Sunderland
Job Titles:
- Member of the Verso London Team
- Investment Director / London
Experience
I have worked in the financial industry for much of my working career, though I also spent a number of years in academia and working as a management consultant. This means the breadth of my experience is quite wide, ranging from managing a £6bn private client mandate for a major private bank all the way through to advising organisations in sectors as diverse as housebuilding, hotels and retail as well as charities and local government.
As Head of Proposition my role is to help develop industry-leading products and services for customers of the Verso Group. I have an MBA from Birmingham City Business School along with a PhD where my research focused on how organisations can become more agile and responsive to dynamic environments. This often comes in handy in the fast-changing financial world.
Job Titles:
- Member of the Verso Brighton & Hove Team
- Adviser / Brighton & Hove
- Wealth Management Adviser / Brighton & Hove
Experience
As a Financial Advisor my role is to simplify the financial planning process for clients and provide them with the peace of mind and security a plan is in place for their future. I enjoy getting to know my clients, discovering what is important to them and enabling them to achieve their financial goals and aspirations.
I joined IEP in 2021 and hold the Level 4 CII Diploma in Financial Planning, allowing me to advise on all areas including investments, pensions, IHT planning, life insurance and business protection. I was also recently included on VouchedFor's top rated adviser list for 2023 on the back of positive recognition from clients.
Job Titles:
- Member of the Verso Liverpool Team
- Adviser / Liverpool
- Wealth Management Adviser / Liverpool
Experience
I am a Chartered Financial Planner and Director of Financial Planning at Verso Wealth Management.
I work closely with my clients to help them achieve their life goals and aspirations and my time is divided between this and managing the business with my co-directors. No two days are the same and I enjoy seeing the power real financial planning can have.
I am a Chartered member and Fellow of the Personal Finance Society (PFS), as well as being a Certified Financial Planning Professional with the Chartered Institute for Securities & Investment (CISI).
I've worked in financial services for just over 20 years, having held various roles from mortgage advising, paraplanning support, and becoming a Financial Adviser in 2009. I've never stopped gaining further professional qualifications and was very proud to be promoted to Director in 2019.
Job Titles:
- Member of the Verso Glasgow Team
- Adviser / Glasgow
- Wealth Management Adviser / Glasgow
Experience
I am a Chartered Financial Planner and Fellow of the Personal Finance Society. As a Chartered Financial Planner, I work with clients to help them identify their financial objectives and put a plan in place to support their achievement. I work with clients at their own pace to ensure they are comfortable throughout our professional journey.
I graduated from university with an Honours degree in Risk Management My career in Financial Services began some 20 years ago, initially in support functions within busy practices, before qualifying to become an adviser in 2006. In 2014 I stepped away from advising clients for a period to work on compliance projects for various multinational financial services organisations providing technical and quality assurance support.
Returning to the advice sector in 2018, my advisory roles prior to joining Campbell Thomson have covered many different aspects of both Personal and Business Financial Planning and I have a wide breadth of knowledge in both areas. I achieved Fellowship of the Personal Finance Society in 2013 and since then have completed those qualifications necessary to support current and future clients and their needs.
Job Titles:
- Member of the Verso Solihull Team
- Adviser / Solihull
- Wealth Management Adviser / Solihull
Experience
I am a financial consultant with Heritage having worked here for 12 years with level 4 qualifications.
I am currently working towards Chartered status to further my skills. I previously completed a Financial Services & Law foundation degree issued by Lancaster University.
Job Titles:
- Member of the Verso London Team
- Investment Management Adviser / London
Job Titles:
- Member of the Verso Brighton & Hove Team
- Mortgage Adviser / Brighton & Hove
Experience
I work closely with both Mortgage and Protection Advisers helping our clients get on the property ladder, move to their dream home, and protect what's important to them through personalised and tailored solutions.
I have over 10 years' experience in financial services working previously as a Mortgage & Protection Manager and Mortgage Broker. I have a Certificate in Mortgage Advice from Chartered Insurance Institute and unit R05 for financial protection.
Before entering the financial services industry, I worked within a healthcare business and completed my degree within the sciences field at the University of Portsmouth.
Job Titles:
- Member of the Verso Glasgow Team
- Adviser / Glasgow
- Wealth Management Adviser / Glasgow
Experience
I have over 30 years of experience in the life and pensions industry working with Campbell Thomson since 1999. I am a general practitioner with particular expertise in retirement planning both for individuals and corporate clients. Diploma In Regulated Financial Planning. Chartered insurance financial planning certificates 1,2,3 plus G60 and K10 (Pensions & Options on and approaching retirement).
Job Titles:
- Member of the Verso Sunderland Team
- Adviser / Sunderland
- Wealth Management Adviser / Sunderland
Job Titles:
- Adviser / Henley
- Wealth Management Adviser
Job Titles:
- Member of the Verso Liverpool Team
- Adviser / Liverpool
- Wealth Management Adviser / Liverpool
Experience
I am a Diploma qualified Financial Advisor, with over 16 years of experience in Financial Services, and I have now started working towards my Chartered qualification.
I have gained a wealth of experience working for Banks, Building Societies and Wealth Management firms. Most recently, I have worked predominantly with pensions, both in accumulation and drawdown.
I'm a good listener and always interested to learn about my clients' lives and their goals. I also like the technical detail involved in creating financial plans.
Job Titles:
- Member of the Verso Brighton & Hove Team
- Adviser / Brighton & Hove
- Wealth Management Adviser / Brighton & Hove
Job Titles:
- Member of the Verso London Team
- Private Client Adviser / London
Experience
I work within the Verso Discretionary Portfolio Management team. My role involves the management of private client portfolios utilising the most efficient structures on a bespoke basis. Having access to the wider Verso group services allows my clients to be confident that their financial affairs are in good hands. I focus on direct investments within global equity and fixed income markets working closely with the research team.
I attended the University of West London and gained a LLB (hons) degree. I am a Chartered Fellow of the Securities Institute.
Prior to this, I spent 25 years at Brown Shipley and Co Private Bank and began my career at Capel Cure Myers. I have therefore spent all my career to date advising private clients on their investments and have as such successfully negotiated both good and bad market conditions!
Job Titles:
- Member of the Verso London Team
- Chief Risk and Compliance Officer / London
- Executive Team Verso Investment Management Board / London
Job Titles:
- Member of the Verso Sunderland Team
- Adviser / Sunderland
- Wealth Management Adviser / Sunderland
Experience
A founding director of CDC in 2006, I have 37 years in experience in financial services across wealth management & banking.
At CDC I have been director and client advisor to high and ultra-high net worth clients, striving to deliver both high quality trusted advice and service to clients, security ,opportunity and progression for my employees and colleagues.
Job Titles:
- Member of the Verso Liverpool Team
- Adviser / Liverpool
- Wealth Management Adviser / Liverpool
Experience
I have spent the entirety of my career working in financial services, the first 19 years with Lloyds Bank and Lloyds Private Banking, more recently working for the last 15 years for a large regional Independent Financial Advisory practice.
I qualified as an Investment Advisor in 1999 and obtained the Diploma in Financial Planning in 2011. Due to the nature of my work I obtained STEP Certificate for Financial Planning (Trusts and Estate Planning) in 2015.
In a previous role I developed a close working relationship with a solicitors practice where I worked in tandem with them on numerous vulnerable Court of Protection client's which I found incredibly rewarding, often making a difference to people with catastrophic injuries and complex circumstances.
I am patient, understanding and able to build rapport and trust quickly with a wide variety of people. I enjoy giving client's clarity and solutions to their problems and seeing those solutions through to benefit my clients.
Job Titles:
- Member of the Verso Solihull Team
- Adviser / Solihull
- Wealth Management Adviser / Solihull
Experience
I have been in Financial services longer than I care to remember!
After 10 years with Scottish Equitable, latterly as Pension Consultant for the Birmingham Office, I joined the National Accounting firm BDO, as Managing Director, to set up and run their independent IFA business for the Midlands region.
In 2003 after 14 very successful years with BDO, along with long standing colleagues, Anne Windle and Pat Chaplain, I left to establish Heritage.
Soon after the new venture, I was awarded the Financial Adviser publication Industry Awards of Group Pension Adviser of the Year and overall IFA of the year. I have also appeared on Chanel 4 daytime TV commentating on financial matters.
Although covering the full advice spectrum, I specialise in overall strategic planning, in particular, in conjunction with owner managed businesses, SSAS/ SIPP advice and intergenerational wealth planning strategies.
Job Titles:
- Member of the Verso Sunderland Team
- Adviser / Sunderland
- Wealth Management Adviser
- Wealth Management Adviser / Sunderland
Job Titles:
- Member of the Verso Solihull Team
- Adviser / Solihull
- Wealth Management Adviser / Solihull
Experience
I began my financial services career in 1997 after graduating from the University of London, becoming an Independent Financial Adviser in 2002. Since then, I have worked at a small number of different sized practices which has helped me gain the knowledge and experience needed to help clients navigate the complicated financial services legislation in order to avoid the pitfalls and get the results they are looking to achieve.
I have achieved the Diploma in Financial Planning with the Chartered Insurance Institute (CII), I am a Society of Trusts and Estate Practitioners (STEP) Affiliate, a Society of Later Life Advisers (SOLLA) Accredited Adviser and I hold both the SOLLA Retirement Advice and Later Life Lending Standards
I am a very experienced adviser who covers areas such as investment planning, pensions, inheritance tax and protection. I also pride myself on being able to simplify complex matters.
Job Titles:
- Member of the Verso London Team
- Chief Operating Officer / London
- Executive Team / London
Job Titles:
- Member of the Verso Glasgow Team
- Adviser / Glasgow
- Wealth Management Adviser / Glasgow
Experience
As a Chartered Wealth Manager, I support clients in all aspects of financial planning covering areas such as retirement planning, savings and investment, Inheritance Tax planning and looking at any protection requirements. In my role I support individuals, companies and charities towards their long-term financial aspirations. My role involves working with existing clients to ensure their plans remain on track and also fully supporting new clients wishing to take advantage of the support of Campbell Thomson.
I have worked in the financial services industry since 1990 and have worked in Advisory roles with 3 major UK Banks prior to joining Campbell Thomson. My previous advisory roles encompassed many different aspects of both Personal and Corporate Financial Planning and he has a wide level of knowledge and experience in both areas.
Job Titles:
- Member of the Verso London Team
- Investment Management Adviser / London
Experience
After graduating from the University of Nottingham with a degree in Economics I entered the Financial Services industry.
I hold the CII Advanced Diploma in Financial Planning, and my role involves advising individuals, families and pension Trustees on a wide range of financial planning matters including; investment strategy and cash flow, pensions and retirement planning, protection and life cover, estate and succession planning, Trusts and other general tax matters.
Job Titles:
- Member of the Verso Liverpool Team
- Adviser / Liverpool
- Wealth Management Adviser / Liverpool
Experience
I've spent the last four years as a Financial Planner, helping people navigate the complexities of their finances, whether that be in relation to pensions, tax, investments or protection. Financial planning is multi-faceted and there is no one-size-fits-all, every client's situation is unique. My favourite part of the role is getting to know clients personally, outside of their finances, to understand what their goals are, and helping them achieve these by delivering quality financial planning advice across all areas.
I have a Diploma in Financial Planning and Certificate in Pension Transfer Advice. I was a Paraplanner then Financial Planner at Flying Colours Life and was in Client Services & Relationship Management at Tilney Group.
Job Titles:
- Member of the Verso Liverpool Team
- Adviser / Liverpool
- Wealth Management Adviser / Liverpool
Experience
I am part of the financial planning team within the business and work closely with our clients to establish and maintain effective financial strategies which are aligned to their objectives, helping them to meet their goals.
I have nearly a decade of experience in financial services having started out in retail banking in 2014. Seeking a new challenge, I moved into the financial education space where I gained an appreciation of the impact a thorough, well thought out plan can have on an individual's finances. It was whilst working in financial education that I gained my diploma in Regulated Financial Planning and have been advising clients on their personal and business assets since 2019.
Job Titles:
- Member of the Verso London Team
- Chief Finance Officer / London
- Executive Team Verso Wealth Management Board / London
Job Titles:
- Member of the Verso Solihull Team
- Adviser / Solihull
- Wealth Management Adviser
- Wealth Management Adviser / Solihull
Job Titles:
- Adviser / Brighton & Hove
- Wealth Management Adviser / Brighton & Hove
Experience
I am a financial advisor and Managing Director. I joined IEP in the Spring of 2007 as mortgage advisor, (great timing with the credit crunch and wider financial crisis!) and began advising on investments and pensions in 2009. I was educated at Brighton College.
I really care about client outcomes and have always prided myself on doing the best I possibly can for my clients, showing complete discretion with everything client related, and being honest and trustworthy. I feel these are the most important traits for a financial advisor to have.
Job Titles:
- Member of the Verso Sunderland Team
- Adviser / Sunderland
- Wealth Management Adviser / Sunderland
Experience
I originally joined LTSB Bank where I worked for 13 years in Banking and Financial Planning before joining LTSB Private Banking High Net Worth division as an IFA for a further 5 years, until founding CDC Wealth Management in 2006.
I am an experienced Ultra High Net Worth IFA in all areas of personal financial planning. My client philosophy is to provide outstanding service and I gain great satisfaction from dealing with individuals who are unsure how to plan and organise their financial needs and helping devise a bespoke plan to help them achieve these goals. I appreciate it's important to develop a relationship of respect, meeting regularly and becoming the family's trusted financial planner.
Job Titles:
- Member of the Verso Liverpool Team
- Adviser / Liverpool
- Wealth Management Adviser / Liverpool
Experience
I oversee the day-to-day management and development of the business, including our investment committee. In addition to my management duties, I also advise a portfolio of high-net-worth clients / families.
I am a Chartered Wealth Manager, Chartered Financial Planner and Certified Financial Planner.
I am a past regional chairman for the Institute of Financial Planning (now CISI) and the CISI Accredited Firms Steering Committee.
I have been advising clients since 1996 and specialise in high-net-worth families and business owners.
Job Titles:
- Member of the Verso London Team
- Chief Human Resources Officer / London
- Executive Team / London
Job Titles:
- Member of the Verso London Team
- Chief Investment Officer / London
Job Titles:
- Member of the Verso London Team
- Co - Founder & Director / London
- Executive Team Verso Wealth Management Board / London
Job Titles:
- Member of the Verso Solihull Team
- Adviser / Solihull
- Wealth Management Adviser / Solihull
Job Titles:
- Member of the Verso Solihull Team
- Adviser / Solihull
- Wealth Management Adviser / Solihull
Job Titles:
- Member of the Verso Liverpool Team
- Adviser / Liverpool
- Wealth Management Adviser / Liverpool
Experience
After starting my career at Standard Life, I have been with Pavis (now Verso Wealth Management) for over 20 years, moving initially from a support role to building, maintaining and looking after my own bank of clients.
Job Titles:
- Member of the Verso Brighton & Hove Team
- Adviser / Brighton & Hove
- Wealth Management Adviser / Brighton & Hove
Job Titles:
- Member of the Verso Glasgow Team
- Adviser / Glasgow
- Wealth Management Adviser / Glasgow
Job Titles:
- Member of the Verso Brighton & Hove Team
- Mortgage Adviser / Brighton & Hove
Job Titles:
- Member of the Verso London Team
- Investment Management Adviser / London
Job Titles:
- Member of the Verso Brighton & Hove Team
- Adviser / Brighton & Hove
- Wealth Management Adviser / Brighton & Hove
Job Titles:
- Private Client Adviser / London