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
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