Julie Calvert

Pavis Financial Management Limited

Telephone: 0151 375 9848


Email: julie.calvert@pavis.co.uk

Website: http://www.pavis.co.uk

Address: 4 St. Pauls Square, Liverpool, Merseyside L3 9SJ

Type of member: Financial Adviser

Member since: November 2009

I am a Director and owner of Pavis Financial Management Ltd in Liverpool City Centre. Pavis has been providing independent financial advice for more than 20 years and was the first firm in Liverpool to receive the coveted title of Chartered Financial Planners. I have over 30 years industry experience and have been with the firm for more than 12 years. I am a Chartered Financial Planner and Finalist in the Chartered Financial Planner of the Year North West for 2012.

My particular expertise is in providing friendly face-to-face holistic financial advice for the elderly and their families, including care fees, investment and inheritance tax planning. Different clients have differing needs and objectives, which means that the options and solutions for each family will differ. I recognise this and my objective is to enable clients to choose where they receive their care, with the peace of mind that they will be able to meet rising care costs indefinitely.

My clients find me compassionate, sympathetic and professional.

I am an Affiliate member of the Society of Trusts and Estate Planners. I am a Vice President of the Insurance Institute of Liverpool and remain active on council, heading up their Charities Committee.

In my spare time, I enjoy hiking, cycling, travel and cooking.