The landscape of investments have changed. Low returns; high volatility and the inevitable shift in central bank policy are all major secular shifts that would necessitate a change in asset allocation. Given the turning point that 2020 was; the time to shift the focus is sooner rather than later.
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.
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.
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.
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.
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.
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.
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...
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.
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