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Award success for Pavey Group Director

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 excellent client service, resulting in successful new business generation. This has been achieved while fully embracing the Retail Distribution Review, which aims to deliver higher standards by requiring financial advisers to pass dedicated professional qualifications and undergo continuous professional development. The RDR also stipulates that fees replace commissions on all investment-based advice, to ensure a more transparent approach to client advice charging.

Michele has been presented with her award at a ceremony at the Park Plaza Hotel in London, hosted by TV presenter, Kate Silverton, with Sir Bob Geldof as guest speaker.

Malcolm Swift, Managing Director of Financial Services at Pavey Group says: “This is a fabulous result, recognising Michele’s professionalism within the Financial Services industry. Since joining Pavey Group some nine years ago, Michele has always been successful, and for many of those years, our top producer of new business. Michele’s core work involves dealing with local solicitors and accountants, advising on new and existing trusts, and working with probate departments. Our clients absolutely love her, mainly because she always takes a personal approach and has a great eye for detail. “