Good company on a journey will always make the way seem easier
Between us we have a wealth of experience in financial services
We have worked with both large and small organisations. Whilst this experience has been invaluable, we always felt that the client experience was not perfect.
We formed Verum Financial with the desire to provide a truly independent financial advice service, and forge long term relationships built on trust and integrity.
Based on client feedback, we understand that you may wish to have the personal service and convenience of a local team of professionals, but also like the security and protection of a large organisation.
We believe that we offer the best of both worlds.
Whilst we are a local practice, supporting clients and professionals in the south east, we are also a member of Best Practice IFA Group Ltd, established in 2003 and one of the most widely respected financial services groups in the UK.
This provides you with the comfort of knowing we are backed and supported by a large organisation in respect of technology, regulation and research.
Lee Giles APFS
Chartered Financial Planner and Partner
I have 20 years’ experience in providing holistic financial advice to clients, and over 30 years’ experience in financial services. Over this time I have built a portfolio of clients and professional connections who have stayed with me throughout their business and personal journey. My aim is simple: I would very much like to work with you to help you achieve your goals and aspirations in the most efficient and effective way.
Alison McLaughlin
Practice Manager and Partner
I have had a career in banking and wealth management for nearly 40 years. I am committed to providing the highest level of support to our advisers and clients, ensuring we provide a seamless, professional service at all times.