Clarity for today.
Confidence for tomorrow.
Independent financial planning to help you make informed decisions about your wealth, your future, and the people who matter most.
“True financial confidence comes from understanding your options, knowing your plan, and having someone beside you as life evolves.”
Greg Donaldson
Founder, Independent Financial Planner
& Chartered Actuary
Why clients come to Verano.
Whether you’re planning for retirement, investing for the future, or looking to protect what matters most, financial decisions can feel complex.
We can help you.
Many clients come to us because they are looking for clarity on questions such as:
“I know I should have a plan, but I’m not sure where to start.”
“I want confidence that I’m making the right decisions.”
“I don’t understand what my pension statement means for me.”
“I don’t know whether I’m on track for the future I want.”
You don’t need all the answers. That’s where we can help.
A future worth looking forward to.
Our name Verano comes from the Spanish word for summer – a season we associate with freedom, opportunity and making memories that last.
For us, it reflects the purpose of financial planning itself – creating the confidence to enjoy today, the security to protect tomorrow, and the freedom to embrace whatever comes next.
Your journey with Verano
From understanding your goals to implementing and reviewing your plan, we’ll guide you every step of the way, following our six-step process.
1. Engagement
Getting to know you, your circumstances and what matters most.
2. Discovery
Building a comprehensive picture of your circumstances.
3. Analysis
Assessing your position and identifying opportunities.
4. Recommendation
Developing and presenting a strategy tailored to you.
5. Implementation
If required, taking steps to put the plan into place, and managing the process.
6. Review
Ongoing guidance and reviews as circumstances evolve.
Find out how we can help you make sense of your financial future, by getting in touch for an initial conversation, at no cost to you and with no commitment.
Meet Greg
Greg is the founder of Verano Financial Planning and a Chartered Actuary with over 12 years’ experience helping pension schemes and organisations navigate complex financial decisions. His experience spans both public and private sector pension arrangements, providing a deep understanding of pensions, investments and long-term planning.
Through Verano, Greg brings that expertise directly to individuals, families, and small businesses, helping them make informed financial decisions with clarity and confidence.
