Julie Calvert work email
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Julie Calvert personal email
Former Chartered Financial PlannerFormer Affiliate of STEP
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RetiredNone Sep 2024 - Present
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Chartered Financial PlannerVerso Wealth Management Dec 2023 - Nov 2024Liverpool, England, United Kingdom -
Vice PresidentInsurance Institute Of Liverpool Apr 2012 - Nov 2024I had a very successful year as President of the Insurance Institute of Liverpool and am now a Vice President and head up the Charities Committee on the local institute council.
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Associate MemberSymponia 2006 - Nov 2024NationalSymponia is a national industry body set up to safeguard standards of later life financial planning
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Chartered Financial PlannerPavis Financial Management Ltd Sep 1999 - Nov 2024United KingdomHolistic Chartered Financial Planner with main specialities in advising members of final salary pension schemes and clients and relatives needing advice on funding care fees -
Chartered Financial PlannerPavis Financial Management Ltd Sep 1999 - Nov 20248 Water Street, Liverpool L2 8TdA Chartered Financial Planner FPFS / ACII, Affiliate of STEP and a director at Pavis Financial Management, one of the UK’s leading independent practices.I am an award-winning specialist in the emotive and complex area of care fees planning, while I also regularly advise members of final salary pension schemes and provide pension transfer advice.Having worked on behalf of clients for more than 25 years, there is no greater professional pleasure than truly getting to know a client, exploring their personal aspirations and plotting their financial affairs accordingly. -
Accredited AdviserUniversities Superannuation Scheme Apr 2006 - Jan 2024
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OwnerPavis Sep 1998 - Jan 2024Liverpool, United Kingdom
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ParaplannerBdo Stoy Hayward Nw Ltd Sep 1999 - Aug 2002
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ParaplannerDavid Roberts & Partners Ltd Jun 1991 - Aug 1999
Julie Calvert Skills
Julie Calvert Education Details
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Kendal High School
Frequently Asked Questions about Julie Calvert
What company does Julie Calvert work for?
Julie Calvert works for None
What is Julie Calvert's role at the current company?
Julie Calvert's current role is Former Chartered Financial Planner at Verso Wealth Management (now retired).
What is Julie Calvert's email address?
Julie Calvert's email address is ju****@****s.co.uk
What schools did Julie Calvert attend?
Julie Calvert attended Kendal High School.
What skills is Julie Calvert known for?
Julie Calvert has skills like Pensions, Financial Advisory, Inheritance Tax Planning, Wealth Management, Retirement Planning, Strategic Financial Planning, Financial Planning, Retirement, Investments, Investment Strategies, Financial Services, Wealth.
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Julie Calvert
Leeds1co-operativebank.co.uk -
Julie Calvert
An Accomplished And Successful Professional With Over 30 Years Experience Within Sales Management Within Science And Technology.Royston
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