BROCHURE
NEWSLETTER
MEMBERSHIP
Free trial
HOW WE HELP
Compliance
AUTHORISATION
Going it alone has never been easier.
FILE CHECKING
A common-sense approach to file checks.
ONGOING SUPPORT
Personable compliance support for your firm.
TRAINING
Take control of your team's T&C.
BACK-OFFICE
NEW TO FINANCE
Kick start a career in financial services.
ADMINISTRATION
The perfect add-on to your in-house team.
PARAPLANNING
A flexible, bespoke solution for your firm.
PROJECT WORK
ASSET migration
A seamless transfer and integration.
PROPOSITION
Build the blueprint for your business.
TEMPLATEs
Templates that reflect you and your clients.
OPERATIONS
BRAND CREATION
Help your firm to stand out from the crowd.
HR SUPPORT
Making HR easy with bespoke support.
WEBSITE DESIGN
Attract new clients with a bespoke built site.
WELLBEING
Support your team with corporate wellbeing.
YOUR BUSINESS
CONSULTANCY
Personalised support for your firm.
DEXTERA
TM
The only tech your advice firm needs.
INCUBATOR
Get off the mark with our Adviser Incubator.
WHO WE WORK WITH
New advice firms
Let us help you get your new business off the ground, the right way.
Established advice firms
Support for your in-house team, or help to refine or scale, we've got your back.
Acquiring firms & consolidators
Resource for those project work peaks, both pre and post acquisition.
Networks
Here to help you get consistent client outcomes, across the whole network.
INSIGHTS & CPD
INSIGHTS
Latest news
Updates and the latest from Verve.
HoT TOpics
What's hot within financial services.
FREE STUFF
Useful resources, templates and more.
CPD
WEBINARS
Browse our full webinar calendar.
Masterclasses
Discover our brand new masterclasses.
EVENTS
Explore our upcoming in-person events.
EVOLUTION
All the latest on our 2025 event.
ABOUT US
OUR MISSION
To empower & enable financial planners.
OUR PEOPLE
Learn more about our team at Verve.
OUR FOUNDATION
Investing in the future of finance.
OUR CAREERS
Come join the team of experts here at Verve.
SAY HI
MASTERCLASS: World Class Files
File Checkers
Financial Advisers
Paraplanners
A masterclass in World Class Files with Alanis Daniel, Compliance Consultant.
AGENDA:
Full agenda TBC.
Wednesday 4th June
9:30 - 12:30
Online
3 hours CPD
£150 + VAT (Verve Members) or £225 + VAT (Non Verve Members)
FEATURING:
Book Your Place
SPEAKERS:
Alanis Daniel
Compliance Consultant
