Experience
My role incorporates all aspects of compliance for the firm, including supervisor of Advisers and regulatory returns, plus general operation of the firm and accounting duties. I also manage the paraplanning team.
Iām Chartered Financial Planner level qualified. I started in the industry, aged 18, at Royal Insurance and have worked at Scottish Life, Rathbones, and a few IFA practices over the last 35 years, joining Pavis (now Verso Wealth Management) 6 years ago.
The Verso Liverpool Team
Vikki Adams
Paraplanning
Liverpool
John Brougham
Change & Transformation
Liverpool
Carly Dunningham
Financial Planning
Liverpool
Quentin McCormick
Financial Planning
Liverpool
Scott McKenna
Paraplanning
Liverpool
John Millington
Financial Planning
Liverpool
Simon Noakes
Client Services
Liverpool
Mike O’Neill
Financial Planning
Liverpool
Graham Paul
Financial Planning
Liverpool
Sarah Picton
Client Services
Liverpool
Steve Robertshaw
Financial Planning
Liverpool
Sheila Rodgers
Client Services
Liverpool
Paul Rodriguez
Paraplanning
Liverpool
James Smith
Paraplanning
Liverpool
Lydia Taft
Financial Planning
Liverpool
Lyndsey Wild
Compliance Operations
Liverpool