Chartered accreditation another qualified success for Pavis

Carly Dunningham

Carly Dunningham has become the sixth Chartered Financial Planner at Pavis Financial Management.

Dunningham joined the Liverpool-headquartered firm two years ago as a financial planner and has now achieved Chartered status following her completion of the Chartered Insurance Institute Advanced Diploma.

Her qualification includes a specialism in defined benefit pension scheme transfers and means she joins fellow Chartered Financial Planners Julie Calvert, Quentin McCormick, Julie Riley, Duncan Shimmin and Ross Davies at the Water Street-based firm.

Pavis is the only financial planning firm in Merseyside and Cheshire to hold both CII chartered status and CISI accreditation and it features annually in the respected New Model Advisor national Top 100 list of advisory firms.

Speaking of her new accreditation, Carly said: “The CII process is extremely rigorous and its unquestionable high standing helps to reassure clients about the advice they receive.

“I’m delighted to have secured this accreditation and to join a handful of Pavis colleagues in holding chartered status.

“To have one or two chartered advisors in a privately owned firm is rare; to have six is almost unheard of and it demonstrates the unique level of professionalism we are providing to our clients on a daily basis.”

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