Verso offers independent financial advice to individuals who wish to save for retirement, withdraw from pension funds or invest ad-hoc lump sums. We make comprehensive proposals to all our clients, taking into consideration their current financial situation and tax obligations. We also handle the whole investment administration process as well as offering ongoing financial advice and reporting.
No financial planning process is complete unless you have considered estate planning. We assist with the drafting of wills and the administration of trusts.
Finally, we advise on all aspects of risk insurance including life, disability, severe illness and income protection insurance.