You can say it all with a single note…

Investments don’t need to be complex and baffling. Straightforward strategies focused on your goals that you understand and are comfortable with – that’s what we strive to deliver. We will help you determine your own personal appetite for uncertainty by explaining how risk and reward relate to each other.

Verve Investment Planning provides unbiased Independent Financial Advice and recommends solutions from across the market place – Verve Investment Planning is not tied to a single provider.
Verve Investment Planning offers a wide range of financial solutions including help and advice for matters such as:

  • Saving up for something special
  • Building up a fund for retirement
  • Understanding and using personal tax allowances
  • Having money if you are ill or unable to work through injury
  • Making sure there is money for your family if you die
  • Using your retirement savings sensibly to maintain your lifestyle
  • Ensuring your investments suit you and your circumstances
Get in touch…

There are only two types of music – music you like and music you don’t…

Your investments should reflect you. Whether you see potential in a particular geographical area, have an understanding of a particular asset class or maybe you have a strong commitment to protecting the environment – we will help and guide you to ensure that your own preferences suit your plan.

Consultation

Your first meeting with VIP places you under no obligation and is held at a mutually convenient location during the working day.

We’ll listen carefully to your plans & financial requirements and discuss the potential outcomes with you. Our advice is not always “product driven.”

Fees & costs

If you ask us to work with you, we will give you a written estimate of the cost of our advice (whether you proceed with a recommendation or not) before we go any further.

We charge fixed fees for certain types of work, and we will explain fully what that means to you. For your own peace of mind, you will never receive a bill that you weren’t expecting or had not agreed in advance.

Service

When you have given us the “go ahead”, we will take time to carry out our research, and offer our recommendations which are backed up in a full written report which we will present to you at a second meeting. We will keep you informed of our progress at each critical step.

Should you wish to proceed with our advice, we will naturally help with any necessary paperwork to make the whole process as seamless as possible.