We provide a wealth management service for clients whose requirements are more demanding due to the very nature of their wealth. Typically clients are looking to establish a long term relationship where a holistic approach is key to their planning. Through our wealth protection service you will have access to a team of specialist’s in tax, trust and pension planning who will liaise closely with your existing legal, accountancy and stock broking advisers resulting in tailored advice and solutions to meet your needs.

The Wealth Protection team look at:-

• Discretionary Management Services
• Ways in which you can defer tax
• Incorporating financial planning advice and management of a clients assets including investment portfolios, pensions funds and deposits
• How you can improve your net income in retirement
• Pension alternatives which can still utilise 40% tax relief
• Trust Planning
• Personal Investment Trusts

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.