Overview Of Services

Verus serves a broad range of affluent and high net-worth private clients, including young professionals, business owners and those in retirement. We are qualified to deal with all aspects of financial planning and advice and offer the following three core services:

  1. Wealth Management
  2. Investment Consulting
  3. Comprehensive Financial Planning

These core services include planning and advice in the following specialist areas:

  • Retirement planning
  • Investment planning
  • Estate / inheritance-tax (IHT) planning
  • Tax planning
  • Education expenses planning

Some Inheritance-Tax (IHT) Planning solutions, Tax Planning solutions and Education Expenses Planning solutions are not regulated by the Financial Services Authority.