About Vertus

Who are we and why should you care?

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Run by people who understand

We are a small team of professionals on a mission to support and enable a thriving independent financial advice sector in the UK.

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We only write when we have something to say that we genuinely feel will be of interest. Below is a sample of our latest thoughts.

Latest News

Planning the transition

One of the most rewarding scenarios for a financial adviser is when their client faces a series of difficult decisions,…

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Latest News

Introducing our capital discussion paper

Succession planning for financial advisers is a hot topic at the moment. Whilst a significant proportion of advisers are looking…

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Latest News

Some recent M&A articles

Here are just a few articles on M&A activity that caught our eye recently…   Some interesting perspectives on the…

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How can we help?

Access our guides, briefing notes and checklists. Conditions apply. Alternatively, if you need to speak to someone, get in touch.

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