01513759848 enquiries@pavis.co.uk

Jacqueline Kirkham

Jacqueline Kirkham

Position: Trainee Financial Planner


During her career, Jacqui has worked as a broker consultant for a variety of large insurers including Britannia and Scottish Life, specialising in pensions advice.

She holds the G60 pensions qualification of the Advanced Financial Planning Certificate alongside the diploma in Financial Planning and is currently working towards chartered planner status. 

Jacqui says the best part of her job is helping people to achieve their life goals.  She enjoys making the complicated uncomplicated and saving people money, whether that be through tax planning, IHT mitigation or some other method. 

Away from work, Jacqui’s creativity comes to the fore as she pursues her love of photography and painting, while she also enjoys playing golf and taking long walks with Stevie, her oversized Shitzu-Yorkie dog.

Having recently become a Grandma for the first time, Liverpool-born Jacqui dreams of returning to the Maldives one day and maybe enjoying a pre-dinner vodka martini with James Bond.

    IFP Logo                      

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.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.