Symponia Member

Julie Calvert is an Independent Financial Adviser and co-Director of Pavis Financial Management Limited based in Hope Street in Liverpool City Centre. Pavis has been providing independent financial advice for 15 years and Julie has been with them for 8 years. Pavis was the first firm in Liverpool to receive the coveted title of Chartered Financial Planners and Julie herself is a Chartered Financial Planner.

Julie has been involved in financial services for 25 years and the firm has well over 200 years of industry experience, despite only being a dedicated team of 9.

Julie provides friendly face to face advice, specialising in personal financial advice for the elderly, including care fees, investment and inheritance tax planning. She is compassionate, sympathetic and professional.

Julie is a member of the Retirement and Care Faculty.

In her spare time, Julie enjoys hiking, cycling, travel and cooking.