Who we work with

Working with a Pavis financial planner can help you to achieve your financial goals if you are:

Business owners

When is the best time to sell a business? How much should you be selling your business for? What type of insurance should you have?

Those building wealth

Can you afford to buy that new home or car? What is the right level of risk for your investments? Are your finances organised tax efficiently?

People approaching retirement

When can you afford to retire? Are you on track to have enough money for the retirement you want? Should you transfer your pension?

People in retirement

Can you afford to take that trip of a lifetime? Should you gift money to my grandchildren now or in a will? How can you reduce your Inheritance Tax bill?

Get in touch

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

    0151 375 9848 enquiries@pavis.co.uk

    4 St Paul’s Square,
    Liverpool,
    L3 9SJ

    Part of the Verso Group of companies. Pavis Financial Management Limited (FRN:153871) is authorised and regulated by the Financial Conduct Authority (FCA) and is registered at 22 Cross Keys Close, London, W1U 2DW, United Kingdom. Registered in England & Wales No. 02625986.

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