Sheila's Qualifications

  • Financial Planning Certificate 1

Sheila Rodgers

Adviser Support

I spent several years working as a senior administrator for a large insurance company. After that, I moved into financial advice as a PA / Paraplanner.

Through my work, I’ve gained a wealth of experience and knowledge. I now manage the review process for the Directors, Chartered and Certified Financial Planners of Pavis Financial Management Ltd.

The important stuff

Get to know Sheila

What do you enjoy most about your job?

Setting myself targets and achieving them.
What’s your idea of a perfect weekend?

A city break.
Where in the world can you not wait to get back to again?

Where in the world have you never been but hope to get to visit one day?

Singapore and Bali.
What’s the most important thing you’ve learned doing your job?

Managing expectations.
What three things are guaranteed to put a smile on your face?

Acts of kindness. Saying hello/smiling to a stranger. And a good sense of humour.
Tell us something people may be surprised to learn about you.

I performed at the closing ceremony of the Commonwealth Games in Manchester 2002.

Get in touch

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