01513759848 enquiries@pavis.co.uk

Simon Richards

Simon Richards

Position: Paraplanner

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Simon is an experienced paraplanner who joined the Pavis team in mid-2017.

His financial services career includes spells at various institutions such as Santander, The Royal Bank of Scotland, Co-Operative Bank and the Financial Ombudsman Service.

Simon graduated in Business Studies from Edinburgh University and has attained the Diploma in Financial Planning and the Investment Management Certificate.

When he’s not helping clients to consider the best options for their financial future, Simon is a keen artist and plays golf and football. 

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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: 4 St. Pauls Square, Liverpool, L3 9SJ. Registered in England & Wales, No. 02625986.

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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.

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