Clear advice. Clearly effective.
At Heritage, now known as Verso Wealth Management, we empower individuals and businesses across the UK to achieve financial clarity and prosperity. With decades of expertise and a passion for honest, clear, and effective advice, our team of dedicated professionals will work in partnership with you to tailor solutions that align with your unique goals and aspirations.
Our Vision
To be your trusted guide in navigating the complex world of financial planning, empowering you to confidently secure your future and achieve financial independence.
Our Values
- Integrity: We uphold the highest ethical standards, guided by transparency and accountability in all our endeavors.
- Client-Centricity: Your needs and goals are our priority. We provide personalized solutions tailored to your unique situation.
- Expertise: Our team boasts extensive knowledge and experience across various financial disciplines.
- Communication: We believe in open and honest communication, ensuring you are fully informed and empowered throughout the process.
- Sustainability: We advocate for responsible financial planning that considers the long-term impact on your goals and the wider community.
Individuals
- Comprehensive financial planning and wealth management
- Retirement planning and inheritance tax mitigation
- Investment management and portfolio optimization
- Protection planning through insurance and risk assessment
- Trust and succession planning
Businesses
- Corporate financial planning and wealth accumulation strategies
- Employee benefits consulting and retirement plans
- Business succession planning and valuations
- Pension scheme management and investment advisory
- Risk management and governance solutions
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