Julie Calvert

Julie Calvert Email and Phone Number

Former Chartered Financial Planner at Verso Wealth Management (now retired) @
Julie Calvert's Location
Greater Liverpool Area, United Kingdom
Julie Calvert's Contact Details

Julie Calvert work email

Julie Calvert personal email

n/a
About Julie Calvert

Former Chartered Financial PlannerFormer Affiliate of STEP

Julie Calvert's Current Company Details
None

None

Former Chartered Financial Planner at Verso Wealth Management (now retired)
Julie Calvert Work Experience Details
  • None
    Retired
    None Sep 2024 - Present
  • Verso Wealth Management
    Chartered Financial Planner
    Verso Wealth Management Dec 2023 - Nov 2024
    Liverpool, England, United Kingdom
    View
  • Insurance Institute Of Liverpool
    Vice President
    Insurance Institute Of Liverpool Apr 2012 - Nov 2024
    I 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.
  • Symponia
    Associate Member
    Symponia 2006 - Nov 2024
    National
    Symponia is a national industry body set up to safeguard standards of later life financial planning
  • Pavis Financial Management Ltd
    Chartered Financial Planner
    Pavis Financial Management Ltd Sep 1999 - Nov 2024
    United Kingdom
    Holistic Chartered Financial Planner with main specialities in advising members of final salary pension schemes and clients and relatives needing advice on funding care fees
    View
  • Pavis Financial Management Ltd
    Chartered Financial Planner
    Pavis Financial Management Ltd Sep 1999 - Nov 2024
    8 Water Street, Liverpool L2 8Td
    A 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.
    View
  • Universities Superannuation Scheme
    Accredited Adviser
    Universities Superannuation Scheme Apr 2006 - Jan 2024
  • Pavis
    Owner
    Pavis Sep 1998 - Jan 2024
    Liverpool, United Kingdom
  • Bdo Stoy Hayward Nw Ltd
    Paraplanner
    Bdo Stoy Hayward Nw Ltd Sep 1999 - Aug 2002
  • David Roberts & Partners Ltd
    Paraplanner
    David Roberts & Partners Ltd Jun 1991 - Aug 1999

Julie Calvert Skills

Pensions Financial Advisory Inheritance Tax Planning Wealth Management Retirement Planning Strategic Financial Planning Financial Planning Retirement Investments Investment Strategies Financial Services Wealth High Net Worth Individuals Investment Advisory Savings Estate Planning Asset Allocation Personal Finance Portfolio Management Finance Wealth Management Services Pension Funds Wealth Accumulation Investment Management Alternative Investments Financial Planners Trusts Trust Services Independent Financial Advice Long Term Care Holistic Financial Planning Leadership Development

Julie Calvert Education Details

  • Kendal High School
    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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