Kavanagh & Associates Wealth Management
Kavanagh & Associates specialises in delivering face-to-face wealth management advice to individuals, trustees and businesses in all aspects of financial planning. We are committed to building long term relationships with our clients which is rarely seen in today’s marketplace.
St. James’s Place guarantees the suitability of the advice given by members of the St.James’s Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group’s website at http://www.sjp.co.uk/products. The overall aim of our practice is to help clients secure their future, whether the priority is to:-
- Build and Preserve Capital Gain
- Financial Protection Against Risk
- Manage Cash and Borrowings
- Reduce Inheritance Tax Liability
- Retirement Planning
- Portfolio Management
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
Kavanagh & Associates Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website http://www.sjp.co.uk/products.
SJP Approved 14/02/2024
Who will you see at Macclesfield Means Business?
Paul Kavanagh
Principal
Paul Kavanagh FPFS has over 25 years’ experience in financial services giving him an amazing breadth of experience in clients’ circumstances and ability to match the right solution to their needs, with each plan tailored to the individual client in question based on current Government legislation. Paul passionately believes that keeping up to date with changes in the marketplace is essential when advising clients and is a Chartered Financial Planner and a member of SOLLA, a specialist qualification in advice for the elderly. Planning for a secure future be it for yourself, your family or your business, is one of the most important steps you will ever take. Changes in your circumstances or the effects of inflation will require you to regularly review and act upon your financial situation and having a trusted partner is essential in helping you meet your short and long-term needs.
Jack Callaghan
Financial Adviser
Jack joined Kavanagh & Associates in September 2018. He graduated with a First Class Honours degree in Business with Financial Management from Northumbria University in July 2018. Since joining St. James's Place, Jack has achieved his Diploma in Financial Planning and has completed the St. James's Place Adviser Academy.
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