NEW ADVICE FIRMS

Bringing your dreams to life.

If you're thinking of starting your own advice firm, we're the company to support you. Whether you're going on your own for the first time, or have been here before and starting a new venture. Whether you're going AR or working towards Direct Authorisation. And whether you have dreams of growing a huge, industry-changing company, or simply creating a business where you are in control and can love every day, we are here to help.

Our support includes basically anything and everything you need to get your business off the ground! Discover our services on this site, check out the Incubator via The Verve Foundation or book in a chat with one of the team to find out more about how we can help.  

How we help

Incubator

If you're debating starting your own business and haven't yet decided whether to go DA or network, or you've recently started and feel a bit adrift and would like some support, the our free incubator, via The Verve Foundation, is for you.

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Direct Authorisation

We can provide full DA support, from creating your business plan, through to submitting the application and even help with the FCA meetings and questions. Let us help you get started!  

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Proposition

One of the key parts of a new business is a clear proposition, including your choice of investment strategies (CIP), platform due diligence (PDD) and target clients (PROD). We can help you confidently and compliantly create it all.

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Administration

If ever there was a time for admin support, it's when starting a new firm! Setting up systems, novating agencies and managing client and data migration, let our experienced team help smooth the whole process..

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Brand creation

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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WebSITE Design

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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Verve were an invaluable support pillar as I set-up my business and continue to be that same pair of safe hands still today. Their ambition is infectious and the pragmatic approach they apply to all their services prove that anything is possible. They've been fundamental and have helped me reimagine advice for the next generation.

SAMantha SECOMB

womens wealth

LET'S TALK

Get in touch to learn more and chat with our experts about how we can best support you and your firm.

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