Your future in safe hands

Achieve financial freedom with the assistance and expertise of an independent Chartered and Accredited Financial Planning Firm™ you can trust.

What we do

We help our clients to build, manage and protect their wealth in line with their aims. Our work often encompasses aspects such as retirement planning, managing an investment portfolio, Inheritance Tax planning, or putting appropriate insurance in place. However we use our expertise to help you, we do so with care, consideration and compassion.

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We’re Chartered & Accredited

Very few firms in the UK hold both “gold standard” accreditations. But what do they mean for you as a client?

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Business owners
When is the best time to sell a business? How much should you be selling your business for? What type of insurance should you have?
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Those building wealth
Can you afford to buy that new home or car? What is the right level of risk for your investments? Are your finances organised tax efficiently?
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People approaching retirement
When can you afford to retire? Are you on track to have enough money for the retirement you want? Should you transfer your pension?
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People in retirement
Can you afford to take that trip of a lifetime? Should you gift money to my grandchildren now or in a will? How can you reduce your Inheritance Tax bill?
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Who we work with

We work with clients who would like clarity over their finances and wish to plan for the future.

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Andrew Ellaby

I feel my finances are safe and secure thanks to Pavis
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Dominic Murphy

Pavis provided the financial advice I needed after losing a loved one
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Emma

Pavis have put a robust plan in place for me, I now feel confident about my financial future
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John & Zara

We don't have to worry about our finances, Pavis takes care of everything
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Hear from our clients

"We have never looked back from the day we met Julie and joined Pavis. The advice is first class."
- Mr & Mrs B, Liverpool
Our clients stories

99%

of our clients would recommend us to their friends and family

99%

of clients believe that working with us has helped or will help them to achieve their financial goals

91%

of our clients said they felt either considerably or somewhat reassured by our communications during the pandemic

Meet the team

Meet the team members who make Pavis clients, happy clients.

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Quentin McCormick
Managing Director and Chartered Wealth Manager
Meet Quentin
Bob Newton
Director
Meet Bob
Julie Calvert
Director and Chartered Financial Planner
Meet Julie
Carly Dunningham
Director and Chartered Financial Planner
Meet Carly
Steve Robertshaw
Director and Financial Planner
Meet Steve
Teresa Dunning
Associate Director & Chartered Financial Planner
Meet Teresa
Nicola Williams
Senior Financial Planner
Meet Nicola
Mike O’Neill
Financial Planner
Meet Mike
Lydia Taft
Financial Planner
Meet Lydia
Paul Rodriguez
Technical Associate
Meet Paul
Simon Richards
Paraplanner
Meet Simon
Vikki Adams
Paraplanner
Meet Vikki
Kamilla Mouakit
Paraplanner
Meet Kamilla
James Smith
Paraplanner
Meet James
Julie Riley
Operations and Compliance Manager
Meet Julie
Lyndsey Wild
Operations and Compliance Support
Meet Lyndsey
Tracy Evans
Operations and Compliance Support
Meet Tracy
Paula Swanick
Adviser Support Manager
Meet Paula
Sheila Rodgers
Adviser Support
Meet Sheila
Simon Noakes
Adviser Support
Meet Simon
Gaurav Sibal
Adviser Support
Meet Gaurav
Sarah Picton
Adviser Support
Meet Sarah
Ros Mclauchlin
Adviser Support
Meet Ros
Tony Heague
Financial Planner
Meet Tony

Our awards

Did you know, we’ve featured in the New Model Adviser Top 100 listings for the past eight years?

Tea and biscuits?


Contact us below to join us for tea and biscuits with one of our friendly financial planners