PAVEY GROUP FINANCIAL SERVICES - Key Persons
Job Titles:
- Independent Financial Adviser
Biography: Amy Ferrero began her career as a Financial Adviser in 2004 with HSBC Bank in Bristol. She then moved on to The Prudential before relocating back to Devon and joining Pavey Group Financial Services in 2020.
Amy advises in all areas of financial planning and is Pavey Groups' specialist Private Medical Adviser.
Amy Lives in the South Hams and enjoys spending time with her family and horse riding.
Qualifications: DipPFS
Job Titles:
- Independent Financial Adviser
Biography: Carly Tombs has been in the Financial Services industry for 19 years. Carly came from an Accounts background within a firm of local solicitors, Kitson Hutchings, and then progressed to work with Michele Parker as an Independent Financial Adviser in 2003. In 2004 Carly, along with Michele joined Pavey Group Financial Services.
Carly specialises in Investments, Mortgages, Protection and Equity Release. Carly works closely with Solicitors and Accountants, who require specialist knowledge for their clients. Carly is Pavey Groups' specialist Equity Release Adviser.
Carly lives locally in Torquay, enjoys socialising and all forms of sports.
Qualifications: DipPFS
Job Titles:
- Financial Services Administrator
Job Titles:
- Financial Services Administrator
Job Titles:
- Financial Services Administrator & Office Manager
Job Titles:
- Financial Adviser
- Chartered Financial Planner
Biography: Lee Kendall has been a financial adviser for 25 years. He began his career with Friends Provident and has subsequently worked for Bristol & West, NatWest and Skipton Building Society. In 2020 Lee joined Pavey Group Financial Services to further grow and enhance his career as an Independent Financial Adviser.
Lee advises in all areas of financial planning, specialising in Investments and Pension Planning and holds the Chartered Financial Planner qualification APFS.
Lee lives in Plymouth and is married with a daughter.
Qualifications: APFS
Job Titles:
- Managing Director, Financial Services
Biography: Michele Parker has been in the Financial Services Industry for 32 years. Michele began her career in 1990 with the Royal Bank of Scotland and then moved on to Lloyds Bank. In 1997 Michele joined a firm of Solicitors where she headed up their Financial Services Department.
In 2004 Michele was delighted to join Pavey Group Financial Services as Director, becoming Managing Director in 2015. Michele specialises in Investments, Pensions and Inheritance Tax Planning and works closely with Solicitors and Accountants, with her core work advising on Trusts and Power of Attorneys.
Michele lives in Torquay and is married with two children.
Qualifications: Dip PFS
Job Titles:
- Independent Financial Adviser
- Member of the Institute of Financial Services
Biography: Paul Sage joined the Financial Services Industry in 1987, and has been an Independent Financial Adviser since joining Marsh McLennan in 1999. In practice as Sage Financial Services for the last 5 years, Paul recently integrated his practice into Pavey Group and continues to provide Independent Financial Advice to both private and corporate clients on a wide range of financial issues including; investments, pensions and life assurance arrangements.
Paul is a member of the Institute of Financial Services and holds the MIFS DipFA financial services qualification.
Paul and Melinda have a son, William who lives at the family home and 3 older children who have qualified in their chosen professions and flown the nest.
Job Titles:
- Independent Financial Adviser
Biography: Robert Rees began his career in the Financial Services Industry in 1983 with Williams & Glyns Bank in his native West Wales.
Subsequently he worked for the Royal Bank of Scotland and Lloyds TSB in different roles and in various parts of the country, before joining Pavey Group Financial Services in 2008.
After 30 years plus of experience, Rob has a broad knowledge of the financial services industry and is an integral part of the close knit team at Pavey Group.
Rob is a keen Rugby follower, the ‘Scarlets' in particular.
Qualifications: Cert PFS CeMAP
Job Titles:
- Independent Financial Adviser
Biography: Simon Langler has been in the Financial Services Industry for 23 years. Simon began his career in 1999 with Portman Building Society before joining Lloyds TSB in 2000 and within 2 years was fully qualified as a Financial Adviser. In 2006 Simon left Lloyds TSB to become an Independent Financial Adviser.
In 2008 Simon was delighted to join Pavey Group Financial Services to further grow and enhance his profile as an Independent Financial Adviser in Torbay. Simon advises in all areas of financial planning and holds the diploma qualification DipFA.
Simon is a very keen golfer and runner who enjoys competing in both disciplines on a regular basis.
Qualifications: Cert PFS, CeMAP
Job Titles:
- Financial Services Administrator