Pavis Financial Management has responded to further client growth by recruiting one of the UK’s most acclaimed young advisors.

Carly Dunningham, 34, has joined the Liverpool-based firm as an independent financial advisor following eight years at Parkgate in Cheshire, where she was a partner.

Dunningham is currently progressing towards both Chartered Financial Planner and Certified Financial Planner status and has won several regional awards in recent years in recognition of her continued exams success.
Her new role will see her working closely with new and existing clients to advise upon all aspects of their financial planning needs.

Bob Newton, managing director at Pavis Financial Management, said:

“Carly is one of the country’s most talented young advisors and already has more than ten years’ experience under her belt.

“She is continuing to develop her skills and is scaling the heights of her exam grades to gain both Chartered and Certified planner status, which is something of a rare commodity in this profession.

“However, I’m pleased to say she will actually become the third member of our team to have that dual status, which clearly demonstrates the wealth of expertise we are building within our team.

“Pavis has enjoyed incredible client growth in the past two years and we are delighted Carly is joining our ranks as we bid to further develop the business and our offer to clients.”