Loading...
Skip to Content

Who we are

Why We Stand Out

At Vervias, we strive to deliver world-class financial guidance without losing our focus on providing close personal contact with all clients. Striking the perfect balance is what distinguishes us from our peers and is based on our simple, guiding principle of putting our clients first.


Focused on Your Success

Our standing as a private, employee-owned company means we can focus our attention on your financial well-being rather than having to meet the short-term demands of external shareholders or push the products of a parent organization. This freedom allows us to plan strategies for the long haul and invest our time and resources in what will serve you best: our skills, technology, and knowledge. It's why we attract some of the industry's brightest and best, fostering a culture where teamwork, integrity, and putting clients' interests first isn't just an ideal; it's the way we do business. Our investment in maintaining this culture means all of us at Vervias have a real, personal stake in your success.


A Clients First Culture

Since day one, we've operated by adhering to the values of honesty, openness, teamwork, and prioritizing clients. This way of running our company isn't just the cornerstone of our culture; it's our blueprint for doing business.

Our reputation as a good place to work attracts skilled industry talent, and our employee ownership model means we need to be highly selective in our appointments.

We look for people who fit straight into our culture because we believe that's how you get advice from people who genuinely care about your financial goals and respect what's important to you.


Tailor-made Reviews

We're proud of the recognition we've received, which we believe is a direct result of our client-centered culture and our commitment to being a good employer. This recognition helps us to attract, as well as, more importantly, retain exceptional talent, which guarantees high-quality advice and a consistent service for clients.


Financial Prudence

From the start, we've managed our business wisely, focusing on risk mitigation and having a long-term perspective, which has allowed us not only to steadily enhance our capabilities but also ensure we are financially stable, even in difficult times, so we will always be here for you, ready to advise and guide.


Sustainability at Vervias

Thinking ahead for the best outcomes for our clients, our team, and our communities has been key to our success, and this forward-thinking aligns with the principles of ESG (Environmental, Social, Governance) that guide our policies and practices.


Diversity and Inclusion

We believe diversity and inclusion make us stronger, especially as we operate as a business with international clients who come from diverse backgrounds. That's why we're committed to fostering an environment that is both diverse and inclusive and benefits our clients, our team, and the communities we're part of.


Giving Back

Vervias has always been about more than just business and actively contributing to the communities we call home. Whether it's volunteering time, talent, or resources, our efforts range from donations and tutoring to helping build homes and environmental clean-ups. We also boost our impact by matching employee donations in supporting causes, from education and the arts to organizations trying to combat homelessness and hunger.

At Vervias, giving back is part of who we are.

Vervias Investment Planning

Let's Talk

If you are interested in finding out how you can enjoy a retirement that truly reflects your aspirations and explore how our tailored advice can help secure the comfortable retirement you deserve, contact Vervias today.

Vervias

Clear and straightforward solutions.

Whether you are just starting on your journey to financial security or are already well underway, we're here to have open and honest discussions about how we can support your ambitions.

Investments
Planning
Estates
Retirement
Vervias