Pavis Financial Management

At Pavis Financial Management Limited, we pride ourselves on being a Chartered and Accredited Financial Planning firm, dedicated to helping our clients build, manage, and protect their wealth in line with their aims. Our team of highly experienced and qualified professionals uses their expertise to provide personalized financial solutions, tailored to each client's unique needs and circumstances.

Our Services

We offer a comprehensive range of financial services, designed to help individuals achieve their long-term financial goals. Whether you're a business owner looking to plan for retirement, a retiree seeking to make the most of your pension, or someone building wealth, we are here to guide you every step of the way. Our services include:

• Retirement planning and management
• Investment portfolio management
• Inheritance Tax planning and management
• Insurance planning and placement
• Financial planning and management

Our Approach

At Pavis, we believe in providing personalized financial planning and management, tailored to each client's individual needs and circumstances. Our team of experts takes the time to understand your goals, risk tolerance, and values, and develops a customized plan to help you achieve success.

Meet the Team

Our team is comprised of highly qualified and experienced professionals, who are dedicated to providing exceptional service and support to our clients. Our directors, including Quentin McCormick, Bob Newton, Julie Calvert, Carly Dunningham, Steve Robertshaw, Teresa Dunningham, Nicola Williams, Mike O'Neill, Lydia Taft, Paul Rodriguez, Vikki Adams, Scott McKenna, James Smith, Julie Riley, John Brougham, Lyndsey Wild, and Paula Swanick, are all committed to delivering exceptional results and unparalleled client service.

Our Philosophy

At Pavis, we believe that financial planning and management should be tailored to each individual's unique needs and circumstances. We believe that our clients should have clear and transparent communication, and that their goals and objectives should be at the forefront of our decision-making process. We are committed to providing exceptional service and support to each and every client, and to helping them achieve their long-term financial goals.

Our Accreditations

We are proud to hold both the "gold standard" accreditations, demonstrating our commitment to excellence and our dedication to providing the highest level of service to our clients.

Giving Back

At Pavis, we believe that giving back to the community is an important part of our responsibility. We are committed to supporting local charities and initiatives that are close to our heart, and are dedicated to making a positive impact on the world around us.

Our Fees

We believe that our fees should be transparent and reasonable, reflecting the quality and expertise of our services. We offer a range of fee structures, including hourly rates, flat fees, and percentage-based fees, to ensure that our clients receive the most cost-effective and efficient service possible.

Client Testimonials

At Pavis, we pride ourselves on the exceptional service and results we provide to our clients. We have received numerous testimonials from satisfied clients, who have praised our expertise, professionalism, and commitment to delivering exceptional results.