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Pavis Financial Management Limited

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Pavis Financial Management Limited

Overview:

Welcome to Pavis, Chartered Financial Planners in Liverpool

We believe that the professional advice you receive from us should reflect the same spirit of advice you might receive in your personal life – compassionate, interested, insightful and direct.

Our focus is to help you build, manage and protect your wealth, aligning your finances to meet your personal goals and to develop a powerful, meaningful and practical strategy to ensure success in all aspects of your financial life.
We know that every client, both individual and corporate, is unique. So our approach is personal and tailored towards your goals and needs and each solution is bespoke.

We believe in developing relationships with our clients for the long term and have become the ‘go-to’ adviser for generations of families and companies for more than 20 years.

We are Chartered Financial Planners and an Accredited Financial Planning FirmTM. This means we have satisfied the rigorous criteria from both the Chartered Insurance Institute (CII) and the Chartered Institute for Securities & Investment (CISI) to become one of the UK's most trusted firms.

We have clients throughout the UK, Europe and Worldwide and we value our independence. The Company is owned by its executive directors and we have no equity held by any 3rd party.

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