Welcome to Kavanagh & Associates Wealth Management
I truly believe that your financial situation is unique and as such your financial advice should be tailored to your own bespoke situation, which is then reviewed on an on-going basis to take into account your current and future circumstances.What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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Testimonials
Paul has been an excellent source of information and guidance, with fantastic results. I would recommend him to anyone.
St. James's Place is not a ‘one-size-fits-all’. You have to find the right representative. I know other people have not. However, in Paul Kavanagh I feel I have found the perfect St. James's Place partner. I have already recommended him to others and look forward to extending our established relatio...
Our St. James's Place Financial Adviser has been a guide and friend at many times over nearly a decade. Always happy to advise on estate and money matters whenever we've had a problem. I have also recommended relatives who have also been very satisfied with their service.
Paul's advice has always been excellent - explained very clearly and without overcomplicating matters. He has taken the time to understand our circumstances and is always prepared to answer any questions we have. I have no hesitation in recommending him.
Mr Kavanagh has continued to give excellent financial advice and support over a number of years, especially during this protracted difficult period, instilling reassurance and confidence. I would recommend this professional, knowledgeable and personable adviser to anyone considering future investmen...
I have been very pleased with the advice and help from Paul Kavanagh, from searching for pensions and obtaining values to transferring to investments that I believe have served my interests. He understood where I was comfortable in terms of risk. Paul is always on the other end of the phone when I n...
I have had a relationship with St. James's Place for over ten years and have had excellent service throughout this time. I would recommend them to others.
I have been a client of St. James's Place for over 20 years and have been very happy with the advice provided across a range of financial subjects, such as tax, investments and pensions. 3 years ago I retired and at the same time acquired a new St. James's Place Partner, Paul Kavan...
As usual, despite our review being by phone due to Covid-19, I found Paul listened carefully to my queries and questions. He provided advice, with options to cover the variety of circumstances that may unfold. He presented in a logical and easy to follow way for me to consider. I have no hesitati...
Our financial planning has been overseen by St. James's Place for a number of years, with Paul Kavanagh our consultant these days. We very much value all the help and advice, which always includes an explanation and reasoning of the best options for us. We are very satisfied with the results and ...
Paul is the third adviser I have had from St. James's Place. All were good, however, Paul surpasses even them. I have always received excellent advice and a friendly ear, combined with acuity and creative suggestions. Despite global downturns, I have lost nothing and incrementally continued to ga...
Paul Kavanagh visited me today to conduct the annual review of my portfolio. As always, he was very sensitive to my needs and very patient with me regarding my lack of confidence. He reassured me with regard to any concerns and was honest with me as to any future steps. As usual I had been panick...
He is very personable and a pleasure to deal with. He is in no way pushy or intimidating and always up front with current threats and opportunities in the world of investments. He has also not limited his advice to St. James's Place investments but also made observations on investments I have wit...
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.
Mr. Kavanagh comes across as a very competent financial adviser who has always been able to deliver his messaging in a very understandable and clear way.
I was worried about getting the right financial advice when I retired but I needn't have been. All advice and information provided by Paul has been first class and his support through regular visits to my home has been crucial in understanding how St. James's Place operate and work for me.
Mr. Paul Kavanagh has helped us to sort our affairs with real professionalism. He has explained how the 'trust' works, and how we can receive help in understanding all the documentation. We hope that his help will be available if we should need to contact him at any time in the future. We are sur...
Paul was highly recommended to me by a colleague and has in no way been anything less than professional, supportive and in instances very patient in his approach to explaining the workings of certain policies we have taken. I have already recommended Paul to several friends and family without hes...
I have been in contact with a number of financial advisers over the years but Paul Kavanagh is the best I have met. Friendly, welcoming, patient but always professional, he takes the time to explain options and actions fully and gives good, clear guidance. His recommendations have matched predict...
He has always provide sound and trustworthy advice and takes into account my personal preferences and changing circumstances. I have no hesitation in recommending him to others.
Since I met Paul I have received the best financial advice and am in the best financial position thanks to Pauls guidance. Always a pleasure to deal with, I recommend Paul to anyone who needs professional, pragmatic advice.
Paul has always been very helpful and we trust his advice. He makes himself readily available and we feel secure in the knowledge his is handling our finances. We always feel he has our best interests at heart.
I take comfort from the fact that my investments are in 'safe' hands, professionally managed, allowing my retirement to be stress free without the burden of detailed financial decision making! I have found the St. James's Place representative to be personable and provides quality guidance in my best...
Paul is very approachable and takes time to understand your situation and considers your financial needs in the short and long term. Have recommended him to others including family.
I have always had the greatest confidence in entrusting the management of my investments to Mr Paul Kavanagh. He and his team are unfailingly efficient and courteous, and prompt in carrying out any of my wishes. I recommend his services unreservedly.
I would be very happy to recommend to a friend/family member. I feel I have been very well looked after for many ears and feel greatly reassured that my interests are in safe hands.
Paul and the team at St. James's Place have provided both a professional and efficient service from the outset and have delivered on all service level agreements and often gone above. The team are always contactable and proactively managing my accounts. I would highly recommend St. James's Place ...
I got in touch with Paul after a bereavement, his care in giving me sound & trustworthy advice is second to none whenever I have a query, he gets back to me and is very supportive. I would not hesitate in recommending him to anyone.
As somebody who neither enjoys or understands complex financial information I am always grateful for Paul’s empathy, understanding and ability to translate on my behalf. His expertise, advice & tailoring of products is second to none. Thank you, Paul.
Paul has been fantastic since day one. He explains the financial situation in an easy no nonsense way. He is the reason why I came and stayed.
St. James's Place have given us sound advice, explaining everything clearly to us. We would be happy to recommend them.
Paul always takes the time to ensure our requirements are fully explored and understood providing sound logical, advice along the way. We’re confident that is reflected in our portfolio. Paul consistently delivers professional service and is there to support us when needed. He is friendly and eas...
A friend recommended Paul Kavanagh to us as we were lost with how to invest an inheritance. We haven't regretted the choice. Paul has fully explained every step and we are very pleased with all aspects.
Our SJP adviser is very professional and knowledgeable in matters of finance. He explains the intricacies of investments in a simple, clear & concise manner. Advice has always been sound & trustworthy. We would certainly recommend SJP.
I have always received good advice, from pre-retirement planning through pension lump sum investment to current investment plans, with regular updates on investment performance.
Paul Kavanagh has provided first class financial guidance on my retirement planning, and explaining clearly how my wealth account operates. I look forward to our reviews as he explains very clearly how and why things have occurred to my funds. Extremely happy to have Paul as my Adviser.
Paul has always been professional, friendly and understanding. He has been helpful in all manners, regarding our finances and retirement advice. We would recommend him.
Paul has been an excellent source of information and guidance, with fantastic results. I would recommend him to anyone.
St. James's Place is not a ‘one-size-fits-all’. You have to find the right representative. I know other people have not. However, in Paul Kavanagh I feel I have found the perfect St. James's Place partner. I have already recommended him to others and look forward to extending our established relatio...
Our St. James's Place Financial Adviser has been a guide and friend at many times over nearly a decade. Always happy to advise on estate and money matters whenever we've had a problem. I have also recommended relatives who have also been very satisfied with their service.
Paul's advice has always been excellent - explained very clearly and without overcomplicating matters. He has taken the time to understand our circumstances and is always prepared to answer any questions we have. I have no hesitation in recommending him.
Mr Kavanagh has continued to give excellent financial advice and support over a number of years, especially during this protracted difficult period, instilling reassurance and confidence. I would recommend this professional, knowledgeable and personable adviser to anyone considering future investmen...
I have been very pleased with the advice and help from Paul Kavanagh, from searching for pensions and obtaining values to transferring to investments that I believe have served my interests. He understood where I was comfortable in terms of risk. Paul is always on the other end of the phone when I n...
I have had a relationship with St. James's Place for over ten years and have had excellent service throughout this time. I would recommend them to others.
I have been a client of St. James's Place for over 20 years and have been very happy with the advice provided across a range of financial subjects, such as tax, investments and pensions. 3 years ago I retired and at the same time acquired a new St. James's Place Partner, Paul Kavan...
As usual, despite our review being by phone due to Covid-19, I found Paul listened carefully to my queries and questions. He provided advice, with options to cover the variety of circumstances that may unfold. He presented in a logical and easy to follow way for me to consider. I have no hesitati...
Our financial planning has been overseen by St. James's Place for a number of years, with Paul Kavanagh our consultant these days. We very much value all the help and advice, which always includes an explanation and reasoning of the best options for us. We are very satisfied with the results and ...
Paul is the third adviser I have had from St. James's Place. All were good, however, Paul surpasses even them. I have always received excellent advice and a friendly ear, combined with acuity and creative suggestions. Despite global downturns, I have lost nothing and incrementally continued to ga...
Paul Kavanagh visited me today to conduct the annual review of my portfolio. As always, he was very sensitive to my needs and very patient with me regarding my lack of confidence. He reassured me with regard to any concerns and was honest with me as to any future steps. As usual I had been panick...
He is very personable and a pleasure to deal with. He is in no way pushy or intimidating and always up front with current threats and opportunities in the world of investments. He has also not limited his advice to St. James's Place investments but also made observations on investments I have wit...
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.
Mr. Kavanagh comes across as a very competent financial adviser who has always been able to deliver his messaging in a very understandable and clear way.
I was worried about getting the right financial advice when I retired but I needn't have been. All advice and information provided by Paul has been first class and his support through regular visits to my home has been crucial in understanding how St. James's Place operate and work for me.
Mr. Paul Kavanagh has helped us to sort our affairs with real professionalism. He has explained how the 'trust' works, and how we can receive help in understanding all the documentation. We hope that his help will be available if we should need to contact him at any time in the future. We are sur...
Paul was highly recommended to me by a colleague and has in no way been anything less than professional, supportive and in instances very patient in his approach to explaining the workings of certain policies we have taken. I have already recommended Paul to several friends and family without hes...
I have been in contact with a number of financial advisers over the years but Paul Kavanagh is the best I have met. Friendly, welcoming, patient but always professional, he takes the time to explain options and actions fully and gives good, clear guidance. His recommendations have matched predict...
He has always provide sound and trustworthy advice and takes into account my personal preferences and changing circumstances. I have no hesitation in recommending him to others.
Since I met Paul I have received the best financial advice and am in the best financial position thanks to Pauls guidance. Always a pleasure to deal with, I recommend Paul to anyone who needs professional, pragmatic advice.
Paul has always been very helpful and we trust his advice. He makes himself readily available and we feel secure in the knowledge his is handling our finances. We always feel he has our best interests at heart.
I take comfort from the fact that my investments are in 'safe' hands, professionally managed, allowing my retirement to be stress free without the burden of detailed financial decision making! I have found the St. James's Place representative to be personable and provides quality guidance in my best...
Paul is very approachable and takes time to understand your situation and considers your financial needs in the short and long term. Have recommended him to others including family.
I have always had the greatest confidence in entrusting the management of my investments to Mr Paul Kavanagh. He and his team are unfailingly efficient and courteous, and prompt in carrying out any of my wishes. I recommend his services unreservedly.
I would be very happy to recommend to a friend/family member. I feel I have been very well looked after for many ears and feel greatly reassured that my interests are in safe hands.
Paul and the team at St. James's Place have provided both a professional and efficient service from the outset and have delivered on all service level agreements and often gone above. The team are always contactable and proactively managing my accounts. I would highly recommend St. James's Place ...
I got in touch with Paul after a bereavement, his care in giving me sound & trustworthy advice is second to none whenever I have a query, he gets back to me and is very supportive. I would not hesitate in recommending him to anyone.
As somebody who neither enjoys or understands complex financial information I am always grateful for Paul’s empathy, understanding and ability to translate on my behalf. His expertise, advice & tailoring of products is second to none. Thank you, Paul.
Paul has been fantastic since day one. He explains the financial situation in an easy no nonsense way. He is the reason why I came and stayed.
St. James's Place have given us sound advice, explaining everything clearly to us. We would be happy to recommend them.
Paul always takes the time to ensure our requirements are fully explored and understood providing sound logical, advice along the way. We’re confident that is reflected in our portfolio. Paul consistently delivers professional service and is there to support us when needed. He is friendly and eas...
A friend recommended Paul Kavanagh to us as we were lost with how to invest an inheritance. We haven't regretted the choice. Paul has fully explained every step and we are very pleased with all aspects.
Our SJP adviser is very professional and knowledgeable in matters of finance. He explains the intricacies of investments in a simple, clear & concise manner. Advice has always been sound & trustworthy. We would certainly recommend SJP.
I have always received good advice, from pre-retirement planning through pension lump sum investment to current investment plans, with regular updates on investment performance.
Paul Kavanagh has provided first class financial guidance on my retirement planning, and explaining clearly how my wealth account operates. I look forward to our reviews as he explains very clearly how and why things have occurred to my funds. Extremely happy to have Paul as my Adviser.
Paul has always been professional, friendly and understanding. He has been helpful in all manners, regarding our finances and retirement advice. We would recommend him.
Paul has been an excellent source of information and guidance, with fantastic results. I would recommend him to anyone.
