01513759848 enquiries@pavis.co.uk

The Pavis Team

Quentin McCormick

Quentin McCormick Chartered Wealth Manager Chartered Financial Planner Certified Financial Planner

Managing Director

Holding the Chartered Wealth Manager, Chartered Financial Planner and Certified Financial Planner qualifications, Quentin is one of the most highly qualified advisers in the country. In January 2015 he was appointed as Regional Chairman for the Institute of Financial Panning.

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Julie Calvert

Julie Calvert Chartered Financial Planner Fellow of the Personal Finance Society Affiliate of STEP

Director

Julie is a chartered financial planner FPFS/ ACII who has worked in financial services for more than 25 years.

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Bob Newton

Bob Newton DipPFS

Executive Chairperson / Director

Bob Newton is the founder and Executive Chairperson of Pavis Financial Management.

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Carly Dunningham

Carly Dunningham APFS Chartered Financial Planner

Associate Director

Carly joined Pavis in 2015 and is regarded one of the UK's most talented young advisors.

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Ross Davies

Ross Davies FPFS IMC Chartered Financial Planner

Associate Director

Ross works closely with clients to understand their financial circumstances and devise a plan that helps to deliver them a prosperous and secure financial future.

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Gregory Winter

Gregory Winter DipPFS

Senior Associate

An alumnus of Lancaster University, Economics and Geography graduate Greg has a passion for financial planning which stems from the ability to use his technical knowledge in real world situations to help clients achieve their objectives.

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Steve Robertshaw

Steve Robertshaw DipPFS

Associate Director

Having studied as a civil engineer, Steve joined Pavis in 2004, having previously spent seven years at Standard Life.

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Michael McErlean

Michael McErlean DipPFS

Senior Financial Adviser

Belfast-born and Manchester-bred, Mike joined Pavis from BDO Stoy Hayward, following a merger in 1998, and has been with the firm ever since. He thrives on helping clients to achieve their long-term objectives.

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Anthony Heague

Anthony Heague ACII Chartered Insurance Practitioner

Financial Adviser

Tony brings more than 50 years' experience in the financial services sector to bear on behalf of his clients.

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Paul Rodriguez

Paul Rodriguez DipPFS

Technical Associate

Paul joined Pavis in the summer of 2016, bringing with him more than 20 years’ experience in the financial services sector and a diploma in financial planning.

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Simon Richards

Simon Richards

Paraplanner

Simon is an experienced paraplanner who joined the Pavis team in mid-2017.

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Phil Birch

Phil Birch CertPFS CeRCC CeSRE

Office Manager

When he’s not in the great outdoors kayaking, walking or camping, Phil can be found running the Pavis base-camp.

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Julie Riley

Julie Riley ACII AFPC Chartered Financial Planner

Operations and Compliance Manager

Julie is a highly-qualified chartered financial planner with almost 30 years experience in the financial services sector.

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Lyndsey Wild

Lyndsey Wild CeMAP

Operations and Compliance Support

A former estate agent and mortgage adviser, Lyndsey brings a wealth of commercial experience

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Paula Swanick

Paula Swanick CertPFS

Adviser Support Manager

Paula has spent 25 years working in the financial services sector and moved to Pavis

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Sheila Rodgers

Sheila Rodgers

Adviser Support

Sheila has more than 20 years' experience in the financial services sector.

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Kamilla Mouakit

Kamilla Mouakit

Adviser Support

Muscovite Kamilla joined Pavis in 2015 following the completion of her legal studies at the University of Liverpool and the University of Law.

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Simon Noakes

Simon Noakes

Adviser Support

Psychology graduate Simon joined Pavis in 2015 in order to pursue a client-focussed career in financial services.

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Quentin McCormick

Holding the Chartered Wealth Manager, Chartered Financial Planner and Certified Financial Planner qualifications, Quentin is one of the most highly qualified advisers in the country. In January 2015 he was appointed as Regional Chairman for the Institute of Financial Panning.

Julie Calvert

Julie is a chartered financial planner FPFS/ ACII who has worked in financial services for more than 25 years.

Bob Newton

Bob Newton is the founder and Executive Chairperson of Pavis Financial Management.

Carly Dunningham

Carly joined Pavis in 2015 and is regarded one of the UK's most talented young advisors.

Ross Davies

Ross works closely with clients to understand their financial circumstances and devise a plan that helps to deliver them a prosperous and secure financial future.

Gregory Winter

An alumnus of Lancaster University, Economics and Geography graduate Greg has a passion for financial planning which stems from the ability to use his technical knowledge in real world situations to help clients achieve their objectives.

Steve Robertshaw

Having studied as a civil engineer, Steve joined Pavis in 2004, having previously spent seven years at Standard Life.

Michael McErlean

Belfast-born and Manchester-bred, Mike joined Pavis from BDO Stoy Hayward, following a merger in 1998, and has been with the firm ever since. He thrives on helping clients to achieve their long-term objectives.

Anthony Heague

Tony brings more than 50 years' experience in the financial services sector to bear on behalf of his clients.

Paul Rodriguez

Paul joined Pavis in the summer of 2016, bringing with him more than 20 years’ experience in the financial services sector and a diploma in financial planning.

Simon Richards

Simon is an experienced paraplanner who joined the Pavis team in mid-2017.

Phil Birch

When he’s not in the great outdoors kayaking, walking or camping, Phil can be found running the Pavis base-camp.

Julie Riley

Julie is a highly-qualified chartered financial planner with almost 30 years experience in the financial services sector.

Lyndsey Wild

A former estate agent and mortgage adviser, Lyndsey brings a wealth of commercial experience

Paula Swanick

Paula has spent 25 years working in the financial services sector and moved to Pavis

Sheila Rodgers

Sheila has more than 20 years' experience in the financial services sector.

Kamilla Mouakit

Muscovite Kamilla joined Pavis in 2015 following the completion of her legal studies at the University of Liverpool and the University of Law.

Simon Noakes

Psychology graduate Simon joined Pavis in 2015 in order to pursue a client-focussed career in financial services.

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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.

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