The Team

“A Wealth of Experience”

Bob Newton – Managing Director          E-mail bob.newton@pavisfm.co.uk

Bob has over 30 years industry experience mostly as an IFA. Advanced qualifications with particular expertise in pensions, investments and IHT.

Colin Lambert – Regional Director               E-mail colin.lambert@pavisfm.co.uk

Colin has 23 years industry experience in Financial Services, is AFPC qualified and has been an IFA for the past 14 years.  

Julie Calvert –Technical Consultant             E-mail julie.calvert@pavisfm.co.uk

Julie has 20 years industry experience, 9 as an IFA. She has the advanced qualifications ASFA and particular expertise in pensions and investment matters.  

Lisa Davies MLIA (dip)                  E-mail lisa.davies@pavisfm.co.uk

Lisa has 6 years industry experience and is qualified to FPC 3 standard. She has worked as a senior sales assistant for the past three years.  

Chris Clee                                      E-mail chris.clee@pavisfm.co.uk

Chris has 24 years industry experience, four as an IFA, primarily in relation to Group Pension Schemes. He is FPC qualified and is the Account Manager for our Group Schemes.

Sue Lyon                                        E-mail sue.lyon@pavisfm.co.uk

Sue has 20 years industry experience and is fully FPC qualified. As group pensions administrator she is responsible for the day to day administration of the Group Schemes.

Greg Walker                                     E-mail greg.walker@pavisfm.co.uk

Greg is the office manager and is responsible for the accounts and agency related matters.

Dennis Draper                           E-mail dennis.draper@pavisfm.co.uk

Dennis oversees compliance matters and has over 40 years industry experience.

Pavis Financial Management Ltd is authorised and regulated by the Financial Services Authority (FSA).

The value of investments can fall as well as rise and past performance is no guarantee of future returns. 

The FSA does not regulate all forms of the products and services we provide.

Registered in England No 02625986

This site is intended for UK Investors only