Pavis becomes Merseyside “standard-bearer” with key IFP accreditation

Pavis Financial Management has become the only firm in Merseyside to be accredited by the Institute of Financial Planning.

The coveted accreditation is held by just 80 firms across the UK and is restricted to firms that are able to demonstrate the highest level of qualifications, systems and processes.

The Water Street-based practice, which has enjoyed considerable client and staff growth over the past two years, was recognised following a rigorous assessment of its professional practices and level of services to clients.

Quentin McCormick, director of Pavis and branch chairman of the IFP for Chester and North Wales, said:

“Ever since the firm launched in 1992, there has been a real commitment to conducting business in the most ethical and professional manner, with the ultimate goal of helping clients plan their finances in an effective and sustainable way.”

“The IFP selection process is extremely thorough, reflected by the relatively small number of advisors and firms who have been able to gain accreditation.”

“To join that elite band and become the standard-bearer for Merseyside is a great honour for us and we hope it serves to further reinforce our clients’ trust in the financial planning and investment advice we give them every day.”

Accredited Financial Planning Firms must meet IFP’s strict criteria covering areas including adherence with a code of ethics and practice standards, following the six step Financial Planning process with cash-flow planning as a default service, attaining qualification standards well ahead of the FCA required levels, providing clarity of proposition and fees, and evidencing an ongoing commitment to effective CPD for staff.

Steve Gazzard, CEO of the Institute of Financial Planning said: “Accredited Financial Planning Firms represent excellence in Financial Planning. They have successfully undergone the IFP’s rigorous assessment process to demonstrate that they operate at the very highest professional and ethical standards through the calibre of their staff and the service they provide to clients.”

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