Hear from our clients

We're helping to start, scale and elevate advice firms.

We've already helped hundreds of advisers to start, scale and elevate their firms, so don't just take it from us. See what our clients have to say about our range of services below.

Reckon your firm could benefit from our expertise? Just click below to get started for yourself.

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TESTIMONIALS

It has been an absolute joy to work with a professional company who have experienced and competent staff able to take on board the training provided and to understand our internal processes. Who are polite and professional, warm and welcoming, easily integrating our processes. Updates are provided proactively, nothing feels too much trouble as we are all working towards the same client focussed goal.

Sophie McLoughlin

Head of Operations

My course was excellent. It gave me the tools and knowledge to understand the different products and procedures, and has helped to advance my role within the workplace. The online modules really help to put the learning into practice.

Laura Allen

Financial Planning Administrator

Verve have provided personalised support and assistance to all members of our paraplanning and adviser team - finding areas that need improvement, and making steps in the right direction. The check-ins are invaluable for our team as it gives them a chance to speak openly about how they are feeling in their role, where they see themselves progressing and how they feel they could be supported. Seeing the progression of our plans from start to finish is very satisfying!

Rachel Challenor

Operations Manager

We've been using Verve for our compliance support for the last few years, and the support we've received from out consultant and the rest of the team has definitely contributed to our Leading Adviser Practice win this year.

Lee Waters

CEO & Financial Planner

We've seen firsthand how Verve's rigorous file checks and compliance reviews have benefited our insured firms. Having robust independent oversight is crucial for firms to identify potential blind spots, challenge embedded assumptions, and reduce regulatory risks. This proactive approach creates more resilient businesses that are better equipped to serve their customers effectively.

John Netting

Co-Founder & COO

Using Verve has made, what could have been a long drawn out and somewhat daunting task, much easier. The team have been very supportive in all aspects of the process and liaised with the FCA on my behalf very well.

Steve Milligan

Director

Dextera has completely transformed how we manage compliance. Before, we relied on clunky spreadsheets, which were inefficient and prone to error. With Dextera, compliance is now streamlined and automated. The platform handles document management and monitoring effortlessly.

Lee Waters

Chief Executive & Financial Planner

Laura’s work has been exceptional, thanks again! What a breeze it’s been working with you – you understood my brief perfectly and delivered a website that’s professional and slick and will grow with me as my business evolves.

Shiv Gossain

Founder & Financial Adviser

From designing and consulting on our company narrative, to creating a comprehensive strategy, the team have exceeded our expectations for every project we have worked on together. I’m excited to see what new ideas they bring to help our business succeed, I would highly recommend.

Anthony Massie

Digital Strategy & Operations Manager

We were struggling to find a one stop shop for our report writing needs and were looking for an affordable solution. The Verve team more than delivered. They managed the process from start to finish and very little work was needed from us. We saw an immediate impact with clients commenting on how nice and easy the reports were to understand. We wholeheartedly recommend Verve's template service to everyone we know.

Peter Watts

Financial Adviser

The final document is fantastic! Very clear and infinitely better than anything that I could have produced myself.

Tim Walsham

Director & Chartered Financial Planner

We’ve been using Verve as our outsourced paraplanning service, to help bridge the gap during a period of acquisitions and staffing changes, and it’s been a reliable solution for managing the overflow. The team consistently delivers accurate and compliant reports, allowing us to maintain high-quality service for our clients without interruption. Their support has ensured we stay on track during a time of transition. It’s a great extension of our internal resources, providing flexibility and expertise.

Melanie Christie

Head of Parplanning

Over the last 5 years we had tried multiple compliance firms and we found all of them had issues. Verve has been a breath of fresh air compared and is showing what compliance in 2025 should look like; modern, organised, not trying to justify its own existence, and using common sense. Putting the clients first and helping financial planners to deliver a better end experience is number one priority. I would 100% recommend any other firm use them.

Tom Young

Co-Founder

CASE STUDIES

"We've transformed our entire approach to compliance"

Let’s face it, compliance documentation is boring, but it’s essential. With Verve’s help, we’ve not only made compliance more manageable but also used it as an opportunity to improve our processes and the way we deliver advice.

Lee Waters

CEO & Financial Planner

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AAB's journey to Positive Compliance

One of the biggest differences we noticed with Verve was their approach. With most compliance providers, you send off your files, and they come back with a list of actions you have to complete before reporting back to them. It can feel like a one-way process.

Vikki Venerus

Head of Risk & Compliance

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"I've reimagined advice for the next generation"

When I approached my previous compliance partner with an idea for a subscription-based advice service, they shut it down immediately. Verve have allowed me to rethink compliance and focus on delivering real value to clients by enhancing the unique aspects of my firm.

Sam Secomb

Founder & Chartered Financial Planner

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