Carly's Qualifications

  • Advanced Diploma in Financial Planning (APFS)
  • CII Level 4 Certificate in Discretionary Investment Management
  • CII Level 3 Award in Long-Term Care Insurance
  • Fellow of the Personal Finance Society (FPFS)
  • Certified Financial Planner

Chartered Financial Planner

What does “Chartered” mean?

Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the “gold standard” financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics. Choosing a Chartered Financial Planner means you can be confident that you are dealing with one of the UK’s leading advisers who is wholly committed to providing you with the best possible advice, service and support.

Fellow of the PFS

What does “Fellow of the PFS” mean?

Carly is a Fellow of the Personal Finance Society (PFS). Fellowship is the highest designation awarded by the PFS. Completion of the Fellowship programme shows that an individual has attained and maintained the most prestigious level of professional financial planning achievement.

Certified Financial Planner

What does ‘Certified Financial Planner™’ mean?
The Certified Financial Planner (CFP) accreditation is recognised globally as the gold standard for financial planning professionals. It is awarded by the Chartered Institute for Securities and Investment (CISI) and is only granted where the holder can demonstrate they meet rigorous international competency, ethical and professional practice standards.

Carly Dunningham

Director and Chartered Financial Planner

I’ve worked in financial services for almost 20 years, personally giving financial advice for more than 11 years.

Since starting in financial services, I’ve worked for several small financial advice firms before joining Pavis in 2015. During my time at Pavis, I’ve qualified as a Chartered Financial Planner and have become a director.

As well as contributing to the Board in the day-to-day running of the business, I spend my time speaking to and meeting with clients, helping them meet their objectives and reviewing their portfolios.

I’m also a member of our Investment Committee, taking part in regular meetings and discussions regarding our model portfolios and investment proposition.

Outside of Pavis, I recently held the position of President of the Insurance Institute of Liverpool, and I am actively involved in our local and regional professional body committees.

I also have specialist qualifications to advise on defined benefit pensions and long-term care planning.

The important stuff

Get to know Carly

What do you enjoy most about your job?

I love getting to know my clients; learning what’s important to them, what they want to achieve and helping them put plans in place to make it happen.
What’s your idea of a perfect weekend?

A nice relaxing walk in the countryside with my little family and dog, a pub lunch, getting together with friends for a few drinks and plenty of time to put my feet up and read a good book.
Have you won any awards for your work?

I have previously won two local Insurance institute awards in recognition of exam success.
Where in the world can you not wait to get back to again?

Anywhere with a beach, pool and lots of sun!
Where in the world have you never been but hope to get to visit one day?

I’d love to travel around India.
What’s the most important thing you’ve learned doing your job?

To completely be yourself and stay true to yourself.
What three things are guaranteed to put a smile on your face?

My little girl. Seeing the kindness in others. The sunshine.
Tell us something people may be surprised to learn about you.

I love tap dancing!

Get in touch

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