Paul Kavanagh - Restricted Whole of Market Adviser

Restricted Whole of Market Adviser for older people and their families

What does it do?

I am a Restricted Whole of Market Adviser to older people and their families.

I do this in whichever way suits my client - in their home or at my office

My particular specialisms are:
  • Paying for care
  • Inheritance tax planning
  • Retirement Planning
  • Savings and Investment Planning
  • Financial Advice for Disabled Adults & Parents of Children with Disabilities

Who it is for?

Older people and their families.

Where it is available?

Local service serving within 25km of CW95EP.

What it costs:

I charge a commission for my services, and will provide a quotation before starting any chargeable work.

How to access or apply for it:

Please phone or email me, as above.

Additional information:

My membership of SOLLA, the Society of Later Life Advisers, means that I am accredited by the Society and bound by its Code of Best Practice.

Kavanagh & Associates Wealth Management is a partner practice of St. James’s Place Wealth Management

Classification(s):

Info last updated:

28/02/2018
Provider
Kavanagh & Associates Wealth Management, Suite G7, Northwich Business Centre, Meadow Street, Northwich, Cheshire, CW9 5BF