Giving back

We like to give back to our local and professional communities wherever possible. The following are some of the projects we are involved with:

Supporting our community

The Whitechapel Centre is the leading homeless and housing charity in the Liverpool region. They work with people who are sleeping rough, living in hostels or struggling to manage their accommodation. And they are committed to helping people find and maintain a home and learn the life skills essential for independent living.

For more information on their work, or to donate, visit – The Whitechapel Centre

In addition to supporting The Whitechapel Centre, Pavis Financial Management also sponsors the West Kirby Under 9s football team, part of West Kirby United, one of the largest junior football clubs in the UK.  The football club are truly inclusive running multiple teams per age group, with an over riding ethos of enjoyment and fun.  To read more about the club visit – West Kirby United

Supporting our professional communities

Within our team, Julie Calvert, and Carly Dunningham have both held the position of President of the Insurance Institute of Liverpool and both remain active on the committee.

Julie Calvert is a previous chair and Carly Dunningham is currently chair of Financial Liverpool, a society for professionals working in the financial services sector in Merseyside. Members include financial advisers and planners, discretionary fund managers, pension providers and private client lawyers.

Managing Director of Pavis, Quentin McCormick, was formerly both regional chairman for The Institute of Financial Planning and and chairman for the CISI Accredited Firms Steering Committee. He also sits on the committee that judges the CISI Accredited Firm of the Year Award.

Get in touch

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