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 Panning.
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 APFS Chartered Financial Planner
Director
Carly joined Pavis in 2015 and is regarded one of the UK's most talented young advisors.
Ross Davies FPFS IMC Chartered Financial Planner
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.
Steve Robertshaw DipPFS
Director
Having studied as a civil engineer, Steve joined Pavis in 2004, having previously spent seven years at Standard Life.
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.
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.
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.
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 DipPFS
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.
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.
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.
Lyndsey Wild CeMAP
Operations and Compliance Support
A former estate agent and mortgage adviser, Lyndsey brings a wealth of commercial experience
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.
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.
Simon Noakes
Adviser Support
Psychology graduate Simon joined Pavis in 2015 in order to pursue a client-focussed career in financial services.
