Who we are
Your holdings are in safe hands with us, something demonstrated by our length of time in industry and the numerous investors who have found success with our support. We offer huge benefits through our in-house range of tax-efficient solutions, such as ISAs and pensions, but what truly sets us apart is our operational structure and our commitment to understanding the essence of our client’s financial goals.
Many advisers and investment managers focus on building and protecting wealth, whereas we recognise that the true cornerstone of financial success lies in the “why”. Our team dive deep into the motivations behind your financial goals, allowing us to craft with precision, a comprehensive strategy that resonates with your core values.
Our advisers work closely with you to understand your appetite for risk and offer comprehensive investment guidance. Backing them up are our dedicated investment team and our skilled operations colleagues. By combining their expertise seamlessly, these three teams provide a powerful and effective service that can deliver on all your investment needs.
Verso Investment Management started life as Whitefoord Limited. Over the years, the business went from strength to strength through acquisition, adding more top talent and expertise each time. That collective skill and experience now forms an important part of the Verso family.
Here are just some of the milestone moments in our journey.