We can help
you with the following:
- Protecting you and
your family in the event of death or illness – using the latest in computer
based research, peace of mind can be achieved at the most competitive rates
available in the marketplace.
- Retirement Planning
– never before have so many options been available to people planning their
retirement. Professional advice, which we offer, needs to be sought.
- Investing and Saving
– we have particular expertise in advising clients on portfolio construction.
- Wealth Preservation
– anyone with assets above £255,000 including the value of their home
and personal possessions, is at risk of having to pay Inheritance Tax on
death. Proper planning now can significantly mitigate the tax burden.
- Mortgages – whilst
not offering mortgage advice ourselves, we can recommend a specialist to
help. Rearranging your mortgage could lead to huge savings each month.
As this
site in its infancy (unlike ourselves!), at this stage we can only give you
a brief
outline of the financial services that we provide on these pages. If you
require
further
information, please feel free to contact
us.
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