Carly Dunningham becomes Chartered Financial Planner

Carly Dunningham has become the sixth Chartered Financial Planner at Pavis Financial Management.

Dunningham joined the Liverpool-headquartered firm two years ago, advising clients on a range of tax, investment planning, wealth management and estate planning issues.

Pavis is the only financial planning firm in Merseyside and Cheshire to hold both Chartered Financial Planner status and CISI Accredited Financial Planning Firm status.  The firm features annually in the respected New Model Advisor national Top 100 list of advisory firms.

Speaking of her new accreditation, Carly said: “The CII process is extremely rigorous and its unquestionable high standing helps to reassure clients about the advice they receive.

“I’m delighted to have secured this accreditation and to join a handful of Pavis colleagues in holding chartered status.

“To have one or two chartered advisors in a firm is rare; to have six is almost unheard of and it demonstrates the unique level of professionalism we are providing to our clients on a daily basis.”

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