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Testimonial

Reaching retirement age can be a very traumatic time in one’s life. A time when financial decisions have to be made that will probably affect the rest of your life. “Speak to your Financial Adviser” is the message we receive from all directions. How many of us have Financial Advisers? How do we choose one? Will they give us advice that suits me or them? I was very fortunate to have a personal friend who through experience introduced me to Pavis Financial Management Ltd. Julie Calvert and her team have given me and my wife, sound, concise and understandable advice on how to invest our own “Nest Egg” for the future. The whole process has been conducted in a business-like and caring atmosphere which has filled us with the confidence that our financial investments, which have taken a lifetime to accumulate are in safe hands.

Mr NG, Formby

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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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