Verum Financial - Wealth Management & Financial Planning for Families, Individuals & Employers

Wealth Management & Financial Planning for Families, Individuals & Employers

Expert Financial Management

At Verum Financial our aim is simple:

We would like to help you achieve your goals, whatever they are. Our friendly, professional team will help you understand your current financial situation  and provide a holistic strategy to get your financial plans structured in the right way for you. We then review these plans regularly to ensure that they stay on track, but remain flexible should your goals change.

Good financial planning can mean you reach these goals sooner and more efficiently by saving, reducing or deferring tax.

Our core principles are trust, honesty and integrity which is reflected in our company name – Verum meaning ‘truth’.

Personal Finance Portal

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Retirement

With our wealth of experience, we can help you make sense of your retirement plans, whether it be through pensions or other routes.

We will help you make sense of the complicated world of pensions, using plain English, so that you can feel confident at every step of the journey.

Find out more

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Investments

Whether it be a simple plan to fund your children’s education, a lifetime purchase or a more complex investment portfolio, we can help.

As well as advising on the right investments, we also advise on the best wrappers to ensure that you are maximising tax efficiency along the way.

Find out more

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Businesses

Our dedicated Employee Benefits specialists can arrange solutions for workplace pensions, group risk insurances and offer employee financial education, support and guidance.

We also specialise in providing planning for companies, partnerships and sole traders. We can help you protect the ownership, succession and profitability of the business should anything happen to one of the key personnel. 

Find out more

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Protection

No robust financial plan would be complete without ensuring that you, your loved ones or even your business partner are protected should the worst happen.

We can help you assess the risks and prioritise your budget. We can then advise and implement tax efficient solutions.

Find out more

E

Estates

This can be a very sensitive area to discuss for most families. However, careful planning can ensure that loved ones receive legacies in the most efficient way.

We can advise on a variety of routes that may help to save inheritance tax such as family trusts, specialist investments and gifting.

Find out more

N

Retirement

With our wealth of experience, we can help you make sense of your retirement plans, whether it be through pensions or other routes.

We will help you make sense of the complicated world of pensions, using plain English, so that you can feel confident at every step of the journey.

Find out more

N

Investments

Whether it be a simple plan to fund your children’s education, a lifetime purchase or a more complex investment portfolio, we can help.
As well as advising on the right investments, we also advise on the best wrappers to ensure that you are maximising tax efficiency along the way.

Find out more

N

Business

Our dedicated Employee Benefits specialists can arrange solutions for workplace pensions, group risk insurances and offer employee financial education, support and guidance.

We also specialise in providing planning for companies, partnerships and sole traders. We can help you protect the ownership, succession and profitability of the business should anything happen to one of the key personnel.

Find out more

N

Protection

No robust financial plan would be complete without ensuring that you, your loved ones or even your business partner are protected should the worst happen.

We can help you assess the risks and prioritise your budget. We can then advise and implement tax efficient solutions.

Find out more

N

Estates

This can be a very sensitive area to discuss for most families. However, careful planning can ensure that loved ones receive legacies in the most efficient way.

We can advise on a variety of routes that may help to save inheritance tax such as family trusts, specialist investments and gifting.

Find out more

Verum Financial focuses on building strong, long lasting, trusted relationships with all our clients

Verum Financial - Wealth Management & Financial Planning for Families, Individuals & Employers

Verum is a team of experienced and highly regarded Financial Planners who are driven, determined and committed to helping you make the most of your future

A proud member of Best Practice IFA Group Ltd, one of the most widely respected financial services groups in the UK.