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Corporate chartered status for Pavis

Pavis Financial Management is the first firm to achieve corporate chartered financial planner status in Liverpool. The firm counts members of the House of Lords, North-west businesses and national professional bodies in its client list.


By definition

The independent title must be solely for the use of whole of market advisers

IMA urges Gov to increase savings limits and boost competitiveness of LSE

The Investment Management Association is calling for measures to enhance pensions and savings and to optimise the competitiveness of the UK funds industry in its pre-budget representations.IMA says the Government should increase the limits for ISAs and CTFs, at least in line with inflation. The association says personal saving needs to be encouraged not penalised […]

Greater sales focus for Yousefi successor

Alliance & Leicester looks set to convert the role of its former head of intermediary mortgages Mehrdad Yousefi into a sales-facing position.The lender has yet to reveal who will replace Yousefi, having announced his departure after 18 years at A&L in March. He joins Merrill Lynch subsidiary Wave as director of distribution and sales on […]

Investec increases Euro savings rate

Investec Bank has announced an increase on the interest rate of its Euro Investec Horizon account to 4.25 per cent, despite the European Central Bank’s decision yesterday to maintain its rate at 4 per cent.


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