Trio join Liverpool wealth manager Pavis

Jacqui Kirkham and Mike O’Neill have joined Pavis Financial Management  in Liverpool as trainee financial planners and James Smith has been added to the paraplanning team

Pavis Financial Management
Jacqui Kirkham, a trainee financial planner at Pavis

 

Liverpool wealth management firm Pavis Financial Management has added three people to its team.

Jacqui Kirkham and Mike O’Neill have joined the firm as trainee financial planners and James Smith has been added to the paraplanning team. Their appointments mark the culmination of a positive period for the firm, despite the challenges presented by the Covid-19 outbreak.

In June, Pavis director Carly Dunningham addressed the Next Gen Planners Digital Conference, sharing ideas for best practice with a national community of young, aspiring financial planners. Earlier in the summer, fellow director Julie Calvert was named Financial Services Personality of the Year at the Women in Business Awards.

Pavis Financial Management
Mike O’Neill, a trainee financial planner at Pavis

 

The firm’s client portfolio has also expanded and Pavis now advises clients across the UK on investments in excess of £250m. Quentin McCormick, managing director at Pavis, said: “The past six months has been an incredibly difficult time for so many of us. In such trying times, we as a business have sought to keep our focus.

“This approach has also helped us to follow our long-term strategy for organic growth by continuing to broaden our range of expertise and responding to the changing needs of our clients.

“It is pleasing to see our progress as a business being recognised among our professional colleagues and we are incredibly grateful to our clients for their continued trust and their positive engagement with our work.”

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