For Nationals

Our services.

Whether you’re a national advice firm, a network, a firm focused on acquisition and growth or a firm that is on the other side of immense change and looking to steady the ship, we know that some extra resource, on a flexible basis, is often the missing piece for you to achieve your strategic objectives.   

We can support you by providing resource in a number of ways (for a fixed term, a fixed project, or particular types of work etc.) and in a number of different areas, including: 

Paraplanning Service


As one of the country’s original and largest paraplanning firms, you can be assured that we have the capacity and experience needed to support large, national firms. We can complement your existing team, culture and workflow, by slipping into the process seamlessly. We assist with large projects, overflow, or BAU work to support your existing team and clients.


Whether you need ongoing support for your existing admin team or help with a one-off project, here at Verve, our skilled and experienced team of administrators can help. We can ease the burden of LOA chasing, data gathering, data entry and client reviews from your current in-house administrators, to ensure your internal team remain focused on client support.

File checking

We know that an external pair of eyes looking at your files can provide valuable insight to help you ensure your firm is compliant, but we go a step further by offering detailed feedback and insight into your processes to help you fix any core issues, rather than just stating what isn’t “compliant”. This is particularly useful for national firms and those going through M&A due diligence.

Project work

We can also provide support for one-off projects – whether it be administration and paraplanning support while members of your internal teams are seconded, sick or on parental leave or large platform migration projects, Verve can do it all. We manage our capacity levels carefully to endeavour to always have support available for those firms who need to dial it up and down in line with their varying workflow levels.

Wealth managers helping with administration support

Client reviews

Taking on a whole new client bank can often create additional work, especially if you are busy transitioning them into a new proposition. We can take the load off your existing team and the new team, by undertaking the annual review process for existing and new clients to ensure continuity and a smooth transition, while not putting additional pressure on your current administration and paraplanning teams.

Progeny are a large, national firm renowned for the amount of acquisitions they complete, coupled with their modern culture approach. Progeny and The Verve Group have very aligned cultures and approaches and have worked together for a number of years. We typically assist with paraplanning to help complement Progeny’s internal paraplanning team and also support with any overflow for file checks and administration projects.

As you can imagine with that level of acquisitions there are regular projects for moving assets and realigning portfolios for firms that become Progeny. The Verve Group regularly assist on these platform migration and fund switch projects to alleviate pressure on the business as usual internal teams.

Other firms we have worked with are:

Jo and the team have always been a pleasure to work with and are flexible when it comes to prioritising cases. Their system is simple to use and allows easy sight of where each case is at in the paraplanning process.

Sarah GilesHead of Technical Advice