Verso Wealth Management has acquired Chartered firm Pavis Financial Management, following its recent strategic partnership with private investment firm Cairngorm Capital.
The addition of Pavis to the Verso group expands its network and creates a hub in the North West as the digitally-driven business builds its national footprint. Verso is headquartered in West Sussex. Set up in 1992, Pavis is based in Liverpool and serves private clients across the UK. The firm advises on assets of £280m, as at Q3 2021, and is accredited by the Chartered Institute for Securities and Investment and Chartered status by the Chartered Insurance Institute. Chair and co-founder, Bob Newton, will remain in the business on a part-time basis and Quentin McCormick, managing dir...
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