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NEED SOME HELP STARTING, BUILDING OR REFINING YOUR ADVICE FIRM?


THEN YOU’VE COME TO THE RIGHT PLACE.

Tell me more Show me dextera™



HOW WE HELP


SUPPORTING FIRMS TO GROW AND THRIVE, WHATEVER THE CHALLENGE.

Welcome to The Verve Group. We’re here to change the face of finance; both
within the industry and outside it. Established over 14 years ago firstly as an
outsourced paraplanning company, we’ve innovated, evolved and adapted to provide
financial planners, of all shapes and sizes, with the best support services
around. We’ve worked with hundreds of advice firms and wealth managers around
the globe, so we’re confident we can help you too!

Explore our tech View our services


This year, we’re embracing a more free-flowing style day, split into different
zones covering your proposition, your business and your technology – all
designed with you in mind, to help excel your growth both professionally and
personally.

Find out more



RETIREMENT INCOME: A WHITEPAPER

Retirement decumulation; this time it’s personal! Check out our Retirement
Income whitepaper, co-authored with Brooks Macdonald, or join us across the UK
on our roadshow.

DOWNLOAD WHITEPAPER FIND OUT MORE


Dextera is the business dashboard you didn’t know you needed. Manage your firm
workflow and control your business and compliance operations from within one
piece of technology.

Find out more



WE’VE CONSOLIDATED ALL OF OUR BRANDS.

From paraplanning to compliance, training to business consultancy and everything
in between. We now have a full service support offering, all under one roof.


Find out why

July 2024


TALK: ELECTION IMPLICATIONS (FEATURING IBOSS)

25 Jul
11:00 am - 12:00 pm
Online
Our TALK events take place monthly and are conducted in ...
Book Now SEE ALL EVENTS
No event found!



WE’RE HIRING.

Are you ready to take the next step in your career? The future of Verve starts
with you.

View vacancies Our careers

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WHAT WE DO


THE SOLUTION TO YOUR BUSINESS CHALLENGES.



CHALLENGE:

“I can’t keep track of all the reporting requirements, policies and registers
for my advice firm.”



SOLUTION:

The Firm Framework keeps it all in one place, assigns responsibility to the
right person and provides alerts so nothing gets missed.

CHALLENGE:

“Our suitability reports are messy, difficult to keep up to date and I’m worried
they’re not Consumer Duty compliant.”



SOLUTION:

Our template service provides you with a bespoke suite of templates, personal to
your firm, brand, clients and proposition to provide consistent, Consumer Duty
friendly communications. We can even keep them up to date for you.

CHALLENGE:

“We don’t have the compliance skills we really need.”



SOLUTION:

Whether you need ongoing compliance support, or simply some resource for file
checking, we can provide the skills you need at the level you need it.

CHALLENGE:

“Tracking my CPD is a nightmare. Tracking my team’s CPD is even worse!”



SOLUTION:

Log all of your CPD and have oversight of your teams training and annual testing
in our bespoke software. Plus, make that training interesting with some of our
free events!

CHALLENGE:

“We’ve merged businesses and our systems and processes are complicated.”



SOLUTION:

We’ve been there – literally! Our business support will help you design a clear,
compliant proposition and work with embedding this in your team and ensuring
everyone is on board.

CHALLENGE:

“There’s too many people on holiday, I just need some short term support.”



SOLUTION:

No problem. Just log into Dextera™, and add projects for admin, paraplanning,
file checks and anything else you need. Just PAYG and stop when your team are
back up to full capacity.

CHALLENGE:

“I just want something interesting to read!”



SOLUTION:

Well luckily for you, there’s a whole load of free whitepapers and guides
available from us.



TAKE A LOOK AT OUR


LATEST NEWS

A DOUBLE WHAMMY FOR VERVE!

19/07/2024


Yesterday, a few of our Paraplanning team went down to London to attend the
Professional [...]

Read more

TENET IMPACT SUPPORT

07/06/2024


This post will hopefully be of some use for those impacted by Tenet going into
[...]

Read more

#VERVEAWARDS24

29/05/2024


It’s that time of the year again – introducing our brand-new Verve Awards for
2024. [...]

Read more

MEET OUR AMAZING FINANCE ADMINISTRATORS!

13/05/2024


Recently, Verve welcomed two brand new finance administrators to our amazing
team making it even [...]

Read more

INTRODUCING OUR LATEST WHITEPAPER…

01/05/2024


We all saw the FCA’s thematic review into Retirement Income Advice back in
January 2023 [...]

Read more

WHAT’S YOUR MASTERMIND SUBJECT?

23/04/2024


I’m here to talk branding. Anyone who knows me knows it’s my Mastermind subject.
And, [...]

Read more

URGENT: LTA ABOLITION

05/04/2024


HMRC kindly issued a newsletter on 4th April advising clients to delay taking
their pension [...]

Read more

SAY HELLO TO OUR TRAINERS!

26/03/2024


As part of our ongoing commitment to excellence, we’ve recently welcomed an
awesome duo to [...]

Read more
See all news


ECLIPSE NEWSLETTER

Stay up to date by joining over 10,000 people already receiving our infamous
weekly newsletter, Eclipse.

Subscribe


For Advice Firms
For Nationals
Press
Partners
Free Stuff
Events
News
About Us
Contact Us


ECLIPSE NEWSLETTER


Subscribe

Stay up to date by joining over 8,000 people already receiving our infamous
weekly newsletter, Eclipse.

© The Verve Group 2024


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 * 
 * For Advice Firms
   * Your Business
     * Dextera™
     * Direct Authorisation
     * Incubator
     * Consumer Duty
   * Resource
     * Paraplanning
     * Administration
     * File Checking
     * Proposition
     * Templates
     * Regulatory
   * Training
     * Training and Competency
     * Practical Skills
     * New to Finance
   * Consultancy
     * Compliance
     * Business
     * Bespoke
 * For Nationals
 * News & Events
   * Latest news
   * Upcoming events
   * Webinar archive
   * Evolution
   * Verve Awards
 * Free Stuff
 * About Us
   * Our mission
   * Our people
   * Our careers
   * Our technology
   * Our foundation
 * Dextera™
 * Newsletter
 * Brochure
 * Say Hi
 * 01325 952116
 * 

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TODAY'S GIFT IS...


A BOTTLE OF FIZZ.

One entry into our prize draw to win a bottle of fizz. To enter, please email
hello@weareverve.co.uk.

PLEASE NOTE YOU MUST HAVE SUBSCRIBED TO DEXTERA™ ON OR AFTER 6TH DECEMBER 2023
TO CLAIM, AND YOUR PRIZE MUST BE REDEEMED BEFORE 31ST JANUARY 2024.


Subscribe to Dextera™
×


TODAY'S GIFT IS...


A FREE TRAINING COURSE.

Up to the value of £100. To claim your free course, please email
hello@weareverve.co.uk.

PLEASE NOTE YOU MUST HAVE SUBSCRIBED TO DEXTERA™ ON OR AFTER 6TH DECEMBER 2023
TO CLAIM, AND YOUR PRIZE MUST BE REDEEMED BEFORE 31ST JANUARY 2024.


Subscribe to Dextera™
×


TODAY'S GIFT IS...


A BUSINESS CONSULTANCY SESSION.

One hour free with one of our business consultants to talk through any problems
your business is facing. To claim your free session please email
hello@weareverve.co.uk.

PLEASE NOTE YOU MUST HAVE SUBSCRIBED TO DEXTERA™ ON OR AFTER 6TH DECEMBER 2023
TO CLAIM, AND YOUR PRIZE MUST BE REDEEMED BEFORE 31ST JANUARY 2024.


Subscribe to Dextera™
×


TODAY'S GIFT IS...


A FREE SEO AUDIT.

To claim your free SEO audit to see how your website is performing, along with
some tips and tricks, please email hello@weareverve.co.uk.

PLEASE NOTE YOU MUST HAVE SUBSCRIBED TO DEXTERA™ ON OR AFTER 6TH DECEMBER 2023
TO CLAIM, AND YOUR PRIZE MUST BE REDEEMED BEFORE 31ST JANUARY 2024.

Subscribe to Dextera™
×


TODAY'S GIFT IS...


A FREE TEMPLATE REVIEW.

To claim your free template review please email hello@weareverve.co.uk.

Just send us a copy of your pension review template and we will provide feedback
from a compliance, paraplanning and practicality point of view.

PLEASE NOTE YOU MUST HAVE SUBSCRIBED TO DEXTERA™ ON OR AFTER 6TH DECEMBER 2023
TO CLAIM, AND YOUR PRIZE MUST BE REDEEMED BEFORE 31ST JANUARY 2024.

Subscribe to Dextera™
×


TODAY'S GIFT IS...


A FREE FILE CHECK.

To claim your free file check* please email hello@weareverve.co.uk.

*Free file check options include Mortgage; Protection; New investment / pension
(up to 2 plans), or Investment / pension switch (up to 2 plans).

PLEASE NOTE YOU MUST HAVE SUBSCRIBED TO DEXTERA™ ON OR AFTER 6TH DECEMBER 2023
TO CLAIM, AND YOUR PRIZE MUST BE REDEEMED BEFORE 31ST JANUARY 2024.

Subscribe to Dextera™
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Bio - Mohsin Ali


MOHSIN ALI




DEVELOPER




Mohsin is a developer with a thirst for knowledge. He is always looking at new
technologies and trying to keep up to date with different programming languages
to ensure the tech at The Verve Group is always ahead of the curve.

mohsin.ali@weareverve.co.uk EXT: 113


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Bio - Michael Watts

Block "bio-michael-watts" not found

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Bio - Paul Sylvester-Evans


PAUL SYLVESTER-EVANS DIPFA




TRAINING MANAGER




With over 20 years experience of working in the financial services sector as
both an adviser and a senior manager, Paul understands the needs and
requirements of our clients and is perfectly placed to support them develop the
requisite skills, practices and knowledge to move their businesses forward. Paul
is very experienced in implementing and overseeing constant change in response
to business needs and is an advocate of a relationship-based approach to working
collaboratively.

paul.sylvester-evans@weareverve.co.uk EXT: 305


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Bio - Becky Lockwood


BECKY LOCKWOOD DIPPFS




PARAPLANNER




Ever a ray of sunshine, Becky joined us as a paraplanner through The Grad Scheme
where she uses her research and organisational skills that she learnt at
university to help her gather client data and write reports.

becky.lockwood@weareverve.co.uk EXT: 424


Close
Bio - Becky Cowen


BECKY COWEN DIPPFS




PARAPLANNER




Another Grad Scheme success story, it wasn’t until Becky started her journey
with us that she discovered her fascination with all things finance, and is now
thriving in her new role at The Verve Group. Her biggest motivator is knowing
the impact the end result has on the client and that she has made a difference.

becky.cowen@weareverve.co.uk EXT: 427


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Bio - Anita Tudor


ANITA TUDOR




ADMINISTRATOR




Anita has a degree in Criminology and has relocated to the UK from Romania. She
shows the same passion and devotion to finance as she obviously did to achieve
her degree at such a young age and can be found using her diligent nature to
ensure top quality administration for our clients while studying for her Diploma
in Regulated Financial Planning.

anita.tudor@weareverve.co.uk EXT: 416


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Bio - Amy Thomas


AMY THOMAS




FINANCE ASSISTANT




With her AAT qualification and many years experience in accounting, Amy handles
the financial aspects of all client accounts, making her the go-to person for
all things payments and invoicing. Her delightful dog Milo is also a regular
visitor to the office.

amy.thomas@weareverve.co.uk EXT: 104


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Bio - Alex Buckle


ALEX BUCKLE DIPPFS




PARAPLANNER




Alex joined The Verve Group via The Grad Scheme in 2017 and puts her BSc (Hons)
in Psychology, from Durham University to use when she's speaking to advisers
about what their client really wants and needs.

alex.buckle@weareverve.co.uk EXT: 408


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Bio - Alanis Daniel


ALANIS DANIEL DIPPFS




COMPLIANCE CONSULTANT



Alanis provides compliance support to our clients and is responsible for Quality
Assurance, providing common sense advice on all areas of regulation. She also
consults on regulation changes ensuring our clients are kept up to date with FCA
updates and answers your technical queries. She recently undertook and passed
AF7 to further deepen her knowledge in the pension transfer sector.
alanis.daniel@weareverve.co.uk EXT: 302


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Bio - Ollie Reeves


OLLIE REEVES




HEAD OF DEVELOPMENT




Ollie is our Head of Development and a natural linguist. With 5 years of
international experience as a developer, Ollie previously founded a software
platform used by the UK government. He's always keen to learn about new
technologies, and has a passion for helping others within the Verve team. Ollie
also has a degree in Linguistics, so he's interested in both programming and
natural languages!

oliver.reeves@weareverve.co.uk EXT: 107


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Bio - Stacey Brocklebank


STACEY BRADLEY




DESIGNER




With 8 years' experience in digital design, Stacey is another of our designers
responsible for making sure that the Verve vision is brought to life across all
that we do - from our tech interface through to our marketing and events. When
she's not busy working across both teams, you can find her loving life with her
Insta-famous dog, who is also the new software's namesake and mascot...

stacey.bradley@weareverve.co.uk EXT: 109


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Bio - Graham Stoves


GRAHAM STOVES




DEVELOPER




Graham is a recent Computer Science with Web Development Graduate who has joined
The Grad Scheme to become a part of making a difference within the
technology-led services that The Verve Group provide. He has a passion for
learning new tech and putting this into practice, which he is looking forward to
doing within this role.

graham.stoves@weareverve.co.uk EXT: 123


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Bio - Angus Murray


ANGUS MURRAY




DEVELOPER




Angus was our very first web developer to join us through The Grad Scheme. A
lover of all things fintech, he has rapidly enhanced his skills within the team
and also has a passion for games design and putting his computer science
qualification to great use.

angus.murray@weareverve.co.uk EXT: 121


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