Paul Kavanagh 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.
Prior to being invited to join St. James's Place Wealth Management Paul has had a very successful career with HSBC bank and Halifax bank in management and financial advice, covering Greater Manchester, Cheshire and Northern Ireland.