For almost 30 years, Pavis Financial Management, in the centre of Liverpool, has been providing independent financial advice for families and companies. Its core beliefs revolve around service and value for money, which clearly resonate with its loyal and growing client base.

The firm believes in developing long-term relationships with clients, some of whom are members of the same family across three generations. It does so by involving the children of clients at the earliest opportunity. It takes internal succession very seriously and has strengthened its client-facing team over the last 12 months.

Pavis has no revenue or growth targets. Instead, its key performance indicator is its client reviews. By looking after its client-service arm, the firm has found that referrals and the acquisition of clients take care of themselves.

The firm is both a chartered financial planning firm and an accredited financial planning firm (it was the first accredited firm in Liverpool). This means Pavis has met the rigorous criteria of both the Chartered Insurance Institute and the Chartered Institute for Securities & Investment to become one of the UK’s most trusted firms. Firms with both certifications have demonstrated professionalism through the calibre of their staff, the service they provide and their ethical approach.