Welcome to Verve. We're here to support advice firms, large and small, to bring their own business goals to life, to help the industry evolve - and to have fun doing it!
...as an outsourced paraplanning company, we've grown, innovated and adapted to provide the best support services around.
...and wealth managers around the globe, so we're confident we can help you too, no matter the size or shape of your advice firm!
...training to business consultancy and everything in between. We have a full service support offering, all under one roof.
From helping you document your business proposition, to providing flexible resource on paraplanning and compliance, right through to training support for your entire team, we've got the solution that fits your needs. Take a look at an overview of our services below and click through to find out more:
If you're thinking of getting started with your own business, we're here to help. From creation of your business plan, through to the FCA application and providing support for questions, we have got your back.
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There's so much to love about our file checks. Positive, useful feedback. Industry leading turnaround times. Competitive pricing. All managed via our live system so you have complete transparency and oversight.
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From an initial audit, to regular check-ins, our team of consultants are on hand to support your business. Our goal is to help you sleep at night with pragmatic, useful guidance and support with implementation.
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Our training scheme covers everyone from newbies, to Senior Mangers, via those aiming to reach CAS and supervisor training. A mix of in person, e-learning and workshops to lift the weight of your training plans.
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A bespoke, 3-month programme, designed to kick-start the careers of anyone new to finance. Tailored to their role in the firm, and their experience so far, our specialist plan will help teach all about the wonderful world of finance.
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Whether you already have an in-house team and need extra support, or want to outsource all of your administration, our flexible, friendly team of admin experts are here to help. Either ongoing support, or ad-hoc projects can be covered.
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We've been providing paraplanning support since 2009 so we are, quite frankly, pretty good at it! Full flexibility is available, ad hoc or ongoing, with a experienced, qualified and knowledgable team available to support.
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You may be looking to change investment proposition, or preferred platforms, or both! Making the choice to switch is one part; implementing it is a whole new challenge. Our team are here to help make it so much easier.
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PDD, CIP, PROD & CRP; it's an acronym jungle, and one that can be hard to navigate, to research and clearly document. Let us take the projects off your hands to build a robust, clear, compliant proposition for your business.
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Already got in house paraplanners but want them to be more efficient? Fresh, bespoke, easy to use templates are one way to help, ensuring client friendly, compliant communications that are consistent across the whole firm.
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We loved getting compliments about our own beautiful brand so much that we decided to create a whole service to provide that same level of professionalism, with a touch of brightness, to advice firms too!
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The HR world can be a minefield and the changes just keep coming. That's why, alongside your team training, you can also get HR support to help you navigate the employment world and build a shiny, happy team.
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Mixing our design skills, with our finance knowledge and our compliance overlay means we can create beautiful, bespoke, non-templated websites that cover all regulatory angles while still engaging your future clients.
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From weekly wellbeing videos, to DSE assessments and help getting your at home set up legal and compliant, our wellbeing support ensures you're protecting the health of your team and, by extension your business.
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Need help with a business change? Or introducing a new tech stack? Or articulating your growth plans and direction of travel? Our consultants can help, bringing real world experience to help your practically tackle your business challenges.
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The technology that delivers our services, and helps you manage all of your business operations! From compliance, to training, from paraplanning, file checks, Dextera is the secret sauce that makes Verve a true one-stop-shop for support.
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If you're debating starting your own business and don't know whether to go DA or network, or you're a business owner and feel a bit adrift, or you're looking to grow. Our free incubator via The Verve Foundation is here to take you to the next level.
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Introducing DexteraTM - manage your whole firm, including your business, team training, compliance operations, and access to the Verve support services, from a single dashboard.
...by managing your firm workflow and controlling your business and compliance operations within DexteraTM.
...with the Verve team on hand to support you with on-demand paraplanning, compliance and training support.
...by joining an online community of over 1,500 financial advice professionals looking to streamline their business operations.
