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.