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!
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.
WHAT WE DO
The solution to your business challenges.
“I can’t keep track of all the reporting requirements, policies and registers for my advice firm.”
“Our suitability reports are messy, difficult to keep up to date and I’m worried they’re not Consumer Duty compliant.”
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.
“We’ve merged businesses and our systems and processes are complicated.”
“I just want something interesting to read!”