Pavis Financial Management was founded in 1992 and originally based in Southport. The company subsequently moved to Liverpool and was later acquired by the partners of a large accountancy practice. It was subject to a management buyout in 2002 and is now owned and managed by the 3 executive directors. The company has experienced controlled growth and now acts for approximately 400 clients providing them with comprehensive financial planning and investment advice. In 2015 Pavis became the first organisation in Liverpool / Merseyside to be awarded accredited status by the Institute of Financial Planning.