Empower and enable
Internally, we want to provide financial planners, of all shapes and sizes, with the best support services around. We want to empower and enable them to focus on providing the ultimate service to their clients; while we take care of the rest.
We want to keep pushing financial services forward, helping develop it into a profession, understood and acknowledged by other professional services. And we want to do it all with a smile on our faces.
A future in finance
Externally, we want to shout about how brilliant a career in finance is! It is such an under-represented career, and we are passionate about highlighting the many amazing paths and options that are available in financial services, to encourage people from all walks of life to choose finance as their future.
We’re proud of our history and take great pleasure in sharing our journey so far.
Para-Sols was created on 1st June 2009 by Founder & Director, Cathi Harrison. She believed the industry would benefit from an outsourced solution – one where advisers had access to much needed paraplanning support on a flexible basis and without the long-term commitment.
Cathi was twice hailed for her bravery in sacrificing a secure job in the midst of a recession to go it alone and was named Young Entrepreneur of the Year at both the Women into the Network Awards (WIN) and Shell LiveWIRE – her first two of many more awards which now fill our trophy cabinet.
As the reputation of Para-Sols begins to grow and demand takes off, Para-Sols first full time, permanent employee, Jo Campbell joins, to help take the business to the next level. Jo is now a Director at Para-Sols and The Verve Group, overseeing every part of operations and ensuring that original service remains in operation today.
Now qualified as a Chartered and Certified Financial Planner, Cathi was awarded her first industry related award – Paraplanner of the Year at the Professional Adviser Awards.
With an ever-increasing client list, we embraced our company value of ‘Innovation’ and designed and built our own bespoke case management system. Rise© was launched, improving our efficiency and giving our clients full transparency on their projects and their account status.
Cathi is appointed to the board of the Personal Finance Society (PFS) which marks the first ever Paraplanner representation to the board and Cathi’s first official role outside of the company. She later finishes her term in 2017.
We’re advocates of creating a company culture which both works hard and plays hard, so we opened our first ‘Para-Pub’, which we later name ‘The Tunstall Arms’ after a dear friend and colleague who sadly passed away.
Continuing to build up the trophy cabinet, Jo Campbell wins Paraplanner of the Year at the Money Marketing awards.
We overcame our own, and industry-wide, recruitment challenges by launching the first paraplanning specific graduate training programme – The Grad Scheme – designed and delivered by our Leadership Team. In the first half of the year, the team increases to 17 members of staff and we move to new premises to accommodate yet more planned growth.
After running Para-Sols for 7 years, Cathi felt the frustrations her adviser clients were feeling, navigating compliance needs, and decided to create a new service to support them. After a soft launch at the PFS Festival at the end of 2017, Apricity Compliance was launched to the adviser world, jam packed with an events calendar incorporating TALK webinars, GROW events, and MASTER classes, which have since trained and educated hundreds of advisers and other finance peeps!
A busy year for the team as we launched The Art of Finance, our training solution for those looking to get into, or further develop, their career in financial services. Not only that, but our ever evolving companies needed a home, and The Verve Group was created to do just that. Acting as a holding group in the first instance, the team united under one banner with a very bold vision, to change the face of finance; both within the industry and outside it.
New offices, a new conference and a brand new ‘That Mint Podcast’ – nothing could stop us as we entered 2020. Oh wait, there was that unexpected global pandemic that tried… With the Covid-19 crisis hitting the world hard in March, the team jumped right in to pivoting, rebuilding and expanding our services to make them fit for purpose in the new world, enter our award winning #Project2030. We’re very thankful to have survived, and in many ways thrived, through those trying times and we’ll be eternally grateful to our staff and clients who continued to support us.
And here we are, 2021, with over 50 team members! Ever determined to achieve our mission at The Verve Group – to shout about the amazing roles in financial services and build career options for those who’d otherwise never consider it – we felt that the impact of Covid-19 was the perfect time to launch our ‘We Are Change’ initiative. And from that, The Verve Foundation. So, watch this space to see what’s next!
Values and behaviours
We’re incredibly proud of our values and have invested a great deal of time and resource in to developing a framework to underpin every element of who we are as individuals, and who we are collectively across the group. How we approach recruitment, how we do business with clients and how we interact as a team are all guided by our company values.
Got your back
World class quality
Culture is everything at The Verve Group, and we strive to make our staff feel at home, even when they are at work.
Every quarter, we come together as a team for a spot of teambuilding and to take stock and reflect on our recent successes as well as sharing any company-wide updates. June and December in particular are celebratory in fashion as we celebrate our company birthday and embrace the approaching festive season!
Health and wellbeing
We also have a Health & Wellbeing programme – Vitality, which encompasses all our staff initiatives.We’re all fans of a little physical competitive challenge and aren’t strangers to muddy bootcamps and exercise marathons, most of which are generally in the name of charity.
And so much more..
All that plus an infinite supply of snacks, beanbags and our own pub -sounds like a great place to work, right? That’s because it is!