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Carly Dunningham

Chartered Financial Planner & Director


I am a Chartered Financial Planner and Director of Pavis. I work closely with my clients to help them achieve their life goals and aspirations and my time is divided between this and managing the business with my co-directors. No two days are the same and I enjoy seeing the power real financial planning can have.

I am a Chartered member and fellow of the PFS as well as being a Certified Financial Planning Professional with the CISI.

I’ve worked in financial services for just over 20 years having held various roles from mortgage advising, paraplanning support, and becoming a financial adviser in 2009. I’ve never stopped gaining further professional qualifications and was very proud to be promoted to Director at Pavis in 2019.

personal interests

I love spending time in the outdoors, especially hiking in the hills with my family and our dog Monty. I like to start each day with a spot of yoga or meditation and my real passion (after Financial Planning) is dancing!