Pavis Financial Management has promoted Stephen Robertshaw to the position of Associate Director.
Robertshaw has been at the Liverpool-based firm for more than 12 years, advising clients on a range of tax, investment planning, wealth management and estate planning issues.
During that time, Pavis has grown to become one of the region’s leading independent financial planning firms, with in excess of £140m of client funds now under management.
Bob Newton, managing director at Pavis Financial Management, said:
“Steve has long been an integral part of what we successfully deliver to our clients at Pavis and this new role is fitting recognition of his commitment and acumen.“His excellent, intuitive advice has helped hundreds of clients achieve their life ambitions over the past decade or more, decluttering their financial affairs and leaving them assured that their long term financial future is both secure and sustainable.“Moving forward, we look forward to working with Steve as he helps us to shape the future of Pavis over the next 20 years.”
Pavis Financial Management is an independent firm of Chartered Financial Planners, and are accredited by the Institute of Financial Planning. They are headquartered in Liverpool and act on behalf of clients across the UK and beyond.