Partner Article

Financial management firm plans for growth

Liverpool-based Pavis Financial Management is undergoing unprecedented growth and now advises clients on investments totalling in excess of £100m.

Having recently relocated to 8 Water Street, the firm expects to announce further growth and recruitment in the second half of 2014 and further consolidate its position as one of the longest established and most well respected chartered financial planning firms in Liverpool.

To underline its expansion plans, Pavis has appointed Tom Calland as a trainee investment advisor.

Liverpool-born Calland joins the firm next month following completion of a masters degree in Economics & Finance at the University of Liverpool, where he attained the MSc Study Award scholarship.

The 22-year-old graduated from Liverpool John Moores University, where he successfully established an asset management organisation, pooling funds from student membership with a £1,000 grant from the Student Union to invest in the FTSE 100.

Bob Newton, managing director of Pavis Financial Management, said: “Tom is a highly skilled young man who has already demonstrated he has the potential to be an excellent financial planner.

“We are confident he will bring a further fresh perspective to the service we offer our clients and we look forward to welcoming him to the team.”

This was posted in Bdaily's Members' News section by Simon Malia .