01513759848 enquiries@pavis.co.uk

What makes us different

When helping you to plan your financial future, your aspirations and concerns are as important to us as your tax position or financial strength, as they will each determine whether that plan is ultimately successful.

Our highly personalised recommendations take all the above factors into account and we deliver these in clear English without the usual technical jargon.

We continue to develop our business by maximising the positive word of mouth generated by our excellent, often inter-generational, client relationships.

Pavis Accredited by the Chartered Institute for Securities & Investment (CISI)

We are very proud to be the first Accredited Financial Planning FirmTM in Liverpool.

Accredited Financial Planning FirmsTM represent excellence in Financial Planning service and are firms that you can trust. They are proven to demonstrate professionalism through the calibre of their staff, the service they provide to clients, and their ethical approach. The CISI recognises firms like ours as leaders in the profession.

We will be assessed on an annual basis to ensure that we continue to meet the highest professional and ethical standards required of an Accredited Financial Planning FirmTM.

To find out more about Accredited Financial Planning FirmsTM click here.

Chartered Status - the Ultimate Symbol of Professionalism

Watch the video below to see what makes us stand out from the crowd.

    IFP Logo                      PIMFA Logo (with tagline)

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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