Need some help starting, building or refining your advice firm?

Then you’ve come to the right place.

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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!

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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.

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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
March 2024
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We’re hiring.

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

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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.