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Cavanagh also operate a review service for directors and senior management advising them on:-

  • Portfolio Management
  • Personal Financial Review
  • Wrap Proposition*
  • Investment Tax Planning
  • Inheritance Tax Mitigation
  • Self Invested Pensions
  • Mortgage Consultancy
  • Tax Planning

*outsourced or joint services

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Cavanagh Group is a trading name of Cavanagh Financial Management Limited which is authorised and regulated by The Financial Services Authority. The FSA does not regulate Taxation and Trust Advice