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Paul Kavanagh - Restricted Whole of Market Adviser
Restricted Whole of Market Adviser for older people and their familiesWhat 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:
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
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