About us

Welcome to Pavis. We are a Liverpool-based independent, Chartered and Accredited Financial Planning Firm™. Our clients come to us from throughout the UK, Europe and worldwide.

Our story

Since our establishment, more than 30 years ago, we have set out to provide insightful, compassionate financial planning that really makes a difference.

We know that every client, whether you are an individual or a company, is unique. That is why our approach is unique, understanding your individual needs and aspirations, and completely tailored around building solutions that work for you.

Our focus is on helping you build, manage and protect your wealth so that you may use it to achieve financial and life success in just the ways you want. We’re independent so can search the whole of the market to help you achieve your goals.

In January 2022, Pavis became part of a wider national group of companies called Verso Wealth Management as part of our growth strategy. This partnership was highly considered and we believe it empowers us to focus on what we do best – providing our clients with the very best advice available. Read more about The Verso Wealth Management Group.

Verso Wealth Management and Pavis

Launched in 2021, Verso Wealth Management was formed following the merger of Munnypot, an award-winning fully automated investment service and its first acquisition Whitefoord, a London based private client wealth management firm. Pavis was the third firm to come aboard this growing group and Verso has continued to make acquisitions as it becomes a leading national consolidator of financial planning firms. By partnering with Verso Wealth Management, we can ensure the continued success of our well-established services, and gain access to additional resources and enhanced technology which will help us to serve you better.

Our accreditations

We are both Chartered Financial Planners and an Accredited Financial Planning Firm™. This means we have satisfied the rigorous criteria from both the CII and the IFP to become one of the UK’s most trusted and highly accredited firms. We also hold the Pension Transfer Gold Standard.

Our accreditations

Our story is about asking you what you want your life story to be.

It is this that has made us the “go-to” independent financial planning firm for generations of families and firms for more than 30 years.

Our vision

To be the leading financial planning firm in the UK advising on family wealth.

Our mission

To allow our clients to have complete confidence that their wealth from generation to generation is in safe hands.

Our values

Our values underpin everything we do and we strive to ensure our values are never compromised.

Integrity
Honesty
Client-focused
Mutuality

Meet the team

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

View all
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
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

Get in touch


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