Experience
I have been in financial services for nearly 40 years, originally starting at NPI. During my time, I have gained a wealth of experience and knowledge.
I was fortunate enough to join Pavis (now Verso Wealth Management) in 2015 to manage the review process for the Directors, Chartered and Certified Financial Planners.
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
Julie Riley
Compliance Operations
Liverpool
Steve Robertshaw
Financial Planning
Liverpool
Paul Rodriguez
Paraplanning
Liverpool
James Smith
Paraplanning
Liverpool
Lydia Taft
Financial Planning
Liverpool
Lyndsey Wild
Compliance Operations
Liverpool