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 two core services:

  1. Comprehensive Financial Planning
  2. Focused 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