01513759848 enquiries@pavis.co.uk

Our services - your financial plan for life

Do you have a clear financial plan for life? Are you on-track to achieve your personal goals?

Many of us don’t have a strategy. And if we do, how do we judge how likely it is to be achieved?

Without a clear plan it’s difficult to make sensible financial decisions about important issues such as:

  • The best time to retire
  • How much risk to take with pensions and investments
  • The best time to sell a business
  • Can you afford to buy that new home or car?

We can help you answer these questions and plan for your future.

 

We’ll establish your current position and personal goals, create a plan based round this and agree how best to allocate assets to keep your plan on course, pointing out any danger areas along the way.

 

Life will always include unexpected events, so regular reviews of the plan are vital to keep things on track.

 

Cash flow forecasts

Lifetime cash-flow forecasting is a key element of the financial planning process, it helps us assess the size and timing of your future income and capital needs.

Pensions and retirement planning

Retirement should be something you look forward to after years of hard work and saving.

Investing for income and growth

Diversification reduces risk, reinvestment of interest and dividends is the largest constituent in total return and high charges are an investors nemesis.

Tax planning

Having worked for many years to boost your pensions and savings, you will want to hold on to as much of it as possible during your retirement years.

Care fees planning

We understand how emotive this can be.

Trust funds

Trust funds are a great way to help protect your assets and ensure your loved ones have financial stability in the future.

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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: 8 Water Street, Liverpool, L2 8TD. Registered in England & Wales, No. 2625986.

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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