01513759848 enquiries@pavis.co.uk

About us

We know that every client, both individual and corporate, is unique. So our approach is personal and tailored towards your goals and needs and each solution is bespoke.

We believe in developing relationships with our clients for the long term and have become the ‘go-to’ adviser for generations of families and companies for more than 20 years.

We are Chartered Financial Planners and an Accredited Financial Planning FirmTM. This means we have satisfied the rigorous criteria from both the Chartered Insurance Institute (CII) and the Chartered Institute for Securities & Investment (CISI) to become one of the UK's most trusted firms.

We have clients throughout the UK, Europe and Worldwide and we value our independence. The Company is owned by its executive directors and we have no equity held by any 3rd party.

    IFP Logo         Association of Professional Financial Advisers logo

Pavis Financial Management Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 153871 http://www.fca.org.uk/register.

Pavis Financial Management Limited Registered Address: 8 Water Street, Liverpool, L2 8TD. Registered in England & Wales, No. 2625986.

Neither Pavis Financial Management Limited nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The value of investments and income from them can fluctuate, and investors might not get back the full amount invested. Past performance is not a guide to future performance. Equity based investments do not afford the same capital security that is afforded with a deposit account.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR www.financial-ombudsman.org.uk

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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