Verso Wealth Management

Julie Calvert

I’ve nearly 40 years industry experience and have been with Verso (formerly known as Pavis Financial Management) for close to 25 years. I’m a Chartered Financial Planner and won the Outstanding Financial Services Personality (2020 Women in Business Awards) which was a great achievement.

My particular expertise is in providing friendly, face-to-face holistic financial advice for my clients and their family members, including care fees, investment and inheritance tax planning advice.

All my clients have a diverse range of needs and objectives, which means that the options and solutions for each family will differ. I recognise this and my objective is to enable clients to choose where they receive their care, with the peace of mind that they will be able to meet rising care costs indefinitely. My clients find me compassionate, empathetic and professional.

I am an Affiliate member of the Society of Trusts and Estate Planners (STEP) and a Vice President of the Insurance Institute of Liverpool. In my spare time, I enjoy hiking, cycling, yoga and travel.

  • Company: Verso Wealth Management
  • Member Since: November 2009
  • 4 St. Pauls Square, Liverpool, Merseyside, L3 9SJ
  • Region: North West England
  • WN
  • Ask me about my additional qualifications
Contact Julie Calvert