Archive for March, 2013
Posted by Cheryl Phillips on March 28th 2013 in Financial, General News
Published in the Western Morning News, Personal Finance Supplement, Thursday 28th April 2013.
2013 heralded a new dawn for those seeking advice on Personal Financial Planning. The Financial Services Authority (FSA) the statutory body that regulates the industry brought in new rules as a result of a wide review of financial services called the “Retail Distribution Review” (RDR).
The objective of the review was to provide better and more predictable outcomes for people seeking advice on pensions, investments and savings products. These new rules redefined how Financial Advisers engage with their clients and in particular affect the way Advisers can be paid...
Posted by Cheryl Phillips on March 18th 2013 in General News
The Pavey Group Team organised a number of fun fundraising activities all in aid of raising money for Comic Relief. In total we raised £444.70! Our team in Exeter spent the day in 80s fancy dress and held a 'Pavey staff in the 80s' competition. In both Torquay and Exeter cakes were made by the bakers amoungst us and sold to colleagues!
Posted by Cheryl Phillips on March 1st 2013 in Financial
Michele Parker, a Director at Pavey Group, one of the South West’s leading Financial Services and Insurance Firms, has been named runner-up in the prestigious Independent Financial Adviser of the Year Award. The competition is organised by Sesame Bankhall Group, a major provider of support services to more than 4,000 financial advisers in the United Kingdom.
Michele, who joined Pavey Group in 2004 and works across both the Torquay & Exeter offices, specialises in investments, pensions, and Inheritance Tax planning. She has been nominated for the award for demonstrating a commitment to her profession; with a proven track record of delivering...