01513759848 enquiries@pavis.co.uk

How we work

One of our highly qualified advisers will sit down with you to get a thorough understanding of what really matters in your life.

Only then can we begin to devise a financial strategy and make highly personalised recommendations that are tailored specifically to your needs.

This may typically include a lifetime cash-flow forecast and ideas for estate planning, all delivered in clear English and without the usual technical jargon.

We do not believe in off-the-peg solutions and our bespoke approach means we have become the ‘go-to’ advisor for generations of families for more than 20 years.

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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: 4 St. Pauls Square, Liverpool, L3 9SJ. Registered in England & Wales, No. 02625986.

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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