01513759848 enquiries@pavis.co.uk

Legal statement

The FCA requires that certain information be provided to the client prior to business being transacted so that the relationship between the client and the firm is clearly stated and understood.

Some of our documents use the Keyfacts logo required by the Financial Conduct Authority (FCA). To access the FCA's own website, The Money Advice Service, for more details on this and other money matters click here.

Please download and read the following documents, most of which we have provided in Adobe Acrobat format.

Client Agreement

Our Client Agreement which we will ask you to sign at the first meeting if you wish to appoint us to act on your behalf.

Data Protection Notice

Our Data Protection Notice and consent declaration

Fact Find

 

Use this to complete your personal details then save to your own computer and email it to us.

Please ensure you are using the most recent up to date version of Adobe (see link below) or it may not save the details input.

Data Protection Policy

Our Data Protection Policy statement

Data Retention Policy

Our Data Retention Policy statement

Defined Benefit Pension Transfers - Conflict of Interest Policy

Our Conflict of Interest Policy for Defined Benefit Pension Transfers

Core Values and Ethics - Pavis Policy

Our Core Values and Ethics policy

Treating Customers Fairly - Pavis Policy

Our Treating Customers Fairly policy

Care Fees Planning Handbook

 An excellent guide to care fees planning covering a wide range of areas that might be relevant for those with care needs on their minds.

Adobe Acrobat reader is available, free, from the Adobe web site. Click on the logo below:

Acrobat Reader Logo

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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.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.