Why choose us?

There are lots of good reasons to work with Pavis. Here are a few examples of why our clients tell us they wouldn’t want to partner with anyone else when it comes to their financial wellbeing.

We’ve been serving the people of Liverpool and throughout the UK for more than 30 years.

Since our establishment in 1991, we have set out to provide insightful, compassionate, independent financial planning that really makes a difference. This means we’re delighted that:

99% of our clients say that working with us has helped or will help them to achieve their financial goals.*

*Data source: Pavis Financial Management Client Survey 2021

We’re top of the class

We are both Chartered Financial Planners and an Accredited Financial Planning Firm™. This means we have satisfied the rigorous criteria from both the CII and the IFP to become one of the UK’s most trusted and highly accredited firms.

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We’re consistently listed in the NMA Top 100

We are delighted to have been recognised as a leading financial planning firm in the New Model Adviser Top 100 listings for eight consecutive years:

Our values

Our values underpin everything we do at Pavis, we work hard to ensure our values are never compromised.



of our clients would recommend us to their friends and family


of our clients said they felt either considerably or somewhat reassured by our communications during the pandemic

Andrew Ellaby

I feel my finances are safe and secure thanks to Pavis
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Dominic Murphy

Pavis provided the financial advice I needed after losing a loved one
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Pavis have put a robust plan in place for me, I now feel confident about my financial future
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John & Zara

We don't have to worry about our finances, Pavis takes care of everything
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We deliver for our clients

Our clients see many, important benefits to working with us that reach beyond just the tangible, financial gains they make. We’re delighted that we can help bring about these outcomes.

We recently asked our clients what the single biggest benefit was that they gained from working with us. These are some of the benefits our clients described:

“Having a friendly, knowledgeable person with whom to discuss financial issues.”
“An investment plan that appears to grow quicker than I can drawdown!”
“Confidence I am making the correct decisions to finance my short/long term financial goals.”
“The knowledge that you are there for us.”
“A clear understanding of my options.”
“Peace of mind”
“Investment security”
“Trusted relationships”
“Good outcomes”
“Growth in investments”

Get in touch

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