The Pavis Team
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 Planning.
Julie Calvert FPFS Chartered Financial Planner Affiliate of STEP
Director
Julie is a chartered financial planner FPFS/ ACII who has worked in financial services for more than 25 years.
Bob Newton DipPFS
Executive Chairperson / Director
Bob Newton is the founder and Executive Chairperson of Pavis Financial Management.
Carly Dunningham FPFS Chartered Financial Planner
Director
Carly joined Pavis in 2015 and is regarded one of the UK's most talented young advisors.
Steve Robertshaw DipPFS
Director
Having studied as a civil engineer, Steve joined Pavis in 2004, having previously spent seven years at Standard Life.
Nicola Williams
Senior Financial Adviser
Nicola is a highly qualified advisor with more than 40 years’ experience in the financial services profession.
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.
Michael O'Neill
Financial Planner
Having begun his working life as a tunnel engineer, Michael eventually saw the light and pursued a career in financial services
Paul Rodriguez FPFS Chartered Financial Planner
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.
Simon Richards Chartered Financial Planner
Paraplanner
Simon is an experienced paraplanner who joined the Pavis team in mid-2017.
Vikki Adams
Paraplanner
Vikki is a paraplanner with more than 20 years’ experience in the financial services market.
Kamilla Mouakit
Paraplanner
Muscovite Kamilla joined Pavis in 2015 following the completion of her legal studies at the University of Liverpool and the University of Law.
James Smith
Trainee Paraplanner
James joined the firm in the summer of 2020 having previously worked as a paraplanner at an advisory firm in Leeds.
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.
Lyndsey Wild CeMAP
Operations and Compliance Support
A former estate agent and mortgage adviser, Lyndsey brings a wealth of commercial experience
Tracy Evans
Operations and Compliance Support
Tracy has spent the last 14 years working in the Insurance and Financial services sector as the Regional Membership Executive for the Local Insurance Institute and CII.
Paula Swanick CertPFS
Adviser Support Manager
Paula has spent 25 years working in the financial services sector and moved to Pavis
Sheila Rodgers
Adviser Support
Sheila has more than 20 years' experience in the financial services sector.
Simon Noakes
Adviser Support
Psychology graduate Simon joined Pavis in 2015 in order to pursue a client-focussed career in financial services.
Gaurav Sibal
Adviser Support
Gaurav joined Pavis in January 2020, having returned to his native Wallasey from the Midlands, where he began his career in personal banking and mortgage advice.
