Digitally-driven Verso Wealth Management acquires Chartered firm Pavis

Graham Coxell joins as non executive chairman

Julia Bahr
clock • 2 min read

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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your Business

Alex Cowan-Sanluis: There are two ways to grow a business

Alex Cowan-Sanluis: There are two ways to grow a business

'Disciplined growth built around profitability and cashflow offers quieter advantages'

Alex Cowan-Sanluis
clock 01 April 2026 • 3 min read
All the advice firm acquisitions that have taken place in 2026

All the advice firm acquisitions that have taken place in 2026

Keeping track of the ongoing consolidation in the advice industry

Professional Adviser
clock 01 April 2026 • 1 min read
'Why bother?' What to do when change fatigue turns to apathy

'Why bother?' What to do when change fatigue turns to apathy

Re-engaging staff switched off by constant change

Duncan Lancashire
clock 30 March 2026 • 4 min read