APFS Chartered Financial Planner
Position: Associate Director
Carly joined Pavis in 2015 and is regarded one of the UK's most talented young advisors.
With more than a decade's experience in the financial services sector, Carly is a qualified Chartered Financial Planner and has received several regional awards in recognition of her continued exams success. She is also qualified to give advice on Defined Benefit (Final Salary) pension transfers.
She enjoys working closely with clients to really understand their life goals and what's important to them, before putting together a plan that will help them to achieve their ambitions.
Originally from Mansfield, Carly graduated from Liverpool John Moores University with a business studies degree and her future husband, with whom she now has a young daughter.
Carly is a fairly chilled out character, due in no small part to her love of yoga and meditation, not to mention her fantastic piano abilities, which she's been honing since she was a child. She also throws some mean dance shapes, but only in the name of fitness.