Pavis Financial Management Ltd Information

𝗣𝗮𝘃𝗶𝘀 is now Verso Wealth Management Limited, a financial advice firm part of the Verso Group. We've been serving the people of Liverpool and throughout the UK for more than 30 years. Since our establishment in 1992, we have set out to provide insightful, compassionate, independent financial planning that really makes a difference. We help our clients to build, manage and protect their wealth in line with their aims. Our work often encompasses aspects such as retirement planning, managing an investment portfolio, Inheritance Tax planning, or putting appropriate insurance in place. 𝗪𝗵𝗼 𝘄𝗲 𝘄𝗼𝗿𝗸 𝘄𝗶𝘁𝗵 Business owners 🤝 Those building wealth 🤝 People approaching or in retirement 🤝 𝗪𝗵𝘆 𝗼𝘂𝗿 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘄𝗼𝗿𝗸 𝘄𝗶𝘁𝗵 𝘂𝘀 99% of our clients say that working with us has helped or will help them to achieve their financial goals 👍 We are both Chartered Financial Planners and an Accredited Financial Planning Firm 👍 We're consistently listed in the New Model Adviser Top 100 👍 𝗛𝗼𝘄 𝘁𝗼 𝗴𝗲𝘁 𝗶𝗻 𝘁𝗼𝘂𝗰𝗵 We'd love to hear from you and see how we can help you. 📞 0151 375 9848 📧 enquiries.liverpool@versowm.com Verso Wealth Management is authorised and regulated by the Financial Conduct Authority.