Pavis makes senior additions following further growth
Pavis Financial Management has made several additions to its team in a matter of weeks as the Liverpool-based firm continues its impressive growth.
Chartered insurance practitioner Tony Heague has joined as a consultant and brings with him more than 40 years’ experience in the financial services sector, including 20 years running his own practice.
Sheila Rodgers has also joined the firm in the role of adviser support following a career in financial services spanning more than 20 years.
Their arrival comes just weeks after Pavis appointed former Touche Ross advisor and SG Hambros private banker Duncan Shimmin as a director.
The raft of appointments is in response to a period of unprecedented growth which has seen client funds under management double in 18 months to almost £150m and led the firm to relocate to larger offices in Water Street.
Pavis managing director Bob Newton said:
“We have enjoyed an incredible spell of growth, with client income and the size of our team both doubling since 2013.
“We relocated to our new offices less than a year ago with the express aim of supporting our development strategy. We are already looking to expand our footprint here, which speaks volumes for what the team continues to achieve.
“What’s even more satisfying is that our clients clearly trust us to serve their best interests and word of mouth is very positive.
“These three appointments add further to the rich seam of skills and experience we have within our team, which is now unrivalled in all but a few firms across the UK.
“That ability is matched only by our shared determination to keep pushing the boundaries of what is possible for the firm and achieving even greater outcomes on behalf of our clients.”