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HOW WE HELP

Compliance

AUTHORISATION

Going it alone has never been easier.

FILE CHECKING

A common-sense approach to file checks.

ONGOING SUPPORT

Personable compliance support for your firm.

SWITCHing Service

The first of its kind - switch with no hassle!

BACK-OFFICE

NEW TO FINANCE

Kick start a career in financial services.

ADMINISTRATION

The perfect add-on to your in-house team.

PARAPLANNING

A flexible, bespoke solution for your firm.

PROJECT WORK

ASSET migration

A seamless transfer and integration.

PROPOSITION

Build the blueprint for your business.

TEMPLATEs

Templates that reflect you and your clients.

OPERATIONS

BRAND CREATION

Help your firm to stand out from the crowd.

HR SUPPORT

Making HR easy with bespoke support.

WEBSITE DESIGN

Attract new clients with a bespoke built site.

WELLBEING

Support your team with corporate wellbeing.

YOUR BUSINESS

CONSULTANCY

Personalised support for your firm.

DEXTERA^TM

The only tech your advice firm needs.

Newbusiness

Get off the mark with the Verve Foundation

TRAINING

Take control of your team's T&C.

WHO WE WORK WITH

New advice firms

Let us help you get your new business off the ground, the right way.

Established advice firms

Support for your in-house team, or help to refine or scale, we've got your back.

Acquiring firms & consolidators

Resource for those project work peaks, both pre and post acquisition.

Networks

Here to help you get consistent client outcomes, across the whole network.

HEAR FROM OUR CLIENTS

Discover a series of testimonials and case studies from our clients.

INSIGHTS & CPD

INSIGHTS

Latest news

Updates and the latest from Verve.

HoT TOpics

What's hot within financial services.

FREE STUFF

Useful resources, templates and more.

CPD

WEBINARS

Browse our full webinar calendar.

EVENTS

Explore our upcoming in-person events.

Transformation

All the latest on our annual event.

ABOUT US

OUR MISSION

To empower & enable financial planners.

OUR PEOPLE

Learn more about our team at Verve.

OUR FOUNDATION

Investing in the future of finance.

OUR CAREERS

Come join the team of experts here at Verve.

Richard Watson

Financial Services Trainee

Adviser Support

Background

I graduated with a degree in Mathematics from Durham University in 2025 before joining Verve.

Roles & Responsibilities

I'm a Financial Services Trainee - exploring every corner of Financial Services to discover which area I want to specialise in.

Interests & Hobbies

I love dodgeball, pool, video games, comic books.

Fun FACTS

I play dodgeball at an international level, and have my sights set on the England team!

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