Kavanagh & Associates Wealth Management

12/02/2026

06/02/2026

Well done Jude! Gold Level Practice Support Specialist 🤩

15/01/2026

Is your money working as hard as you do? Good financial habits, like making the most of your annual tax reliefs and allowances help ensure your effort brings greater reward.

As we approach tax year-end, now is the perfect time to check in on your financial fitness.

Join us on Thursday 12 February 2026, 12:30–13:30, for our live webinar: ✨ Ready for Tax Year-End?

Hosted by Iain McLeod, with expert insights from: 🔹 Niki Patel – Tax and Trust Specialist 🔹 Claire Trott – Retirement & Holistic Planning Specialist

You’ll learn: ✔️ How to complete your year-end tax checklist with confidence ✔️ Tax-saving opportunities tailored to you ✔️ How to maximise reliefs and allowances ✔️ Key inheritance tax considerations ✔️ Practical steps to strengthen your financial wellbeing

Start building strong financial habits today, your future self will thank you.

Save your spot now: Register here: https://sjp-co-uk.zoom.us/webinar/register/9717611376298/WN_2iWAG4LFSBSoxtfXwCZTnA #/registration

Taxation rules can change at any time and are dependent on individual circumstances.

Trusts are not regulated by the Financial Conduct Authority.

St. James’s Place Representatives represent only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.

SJP Approved 19/12/2025

03/11/2025

Budget rundown - the ins and outs of the red box
28 November 2025

Join our live expert webinar as we break down the key announcements from the Chancellor’s Budget and what they mean for your finances.

Friday 28 November
12:30–13:30

Zoom Webinar
Open to clients and prospects

Featuring:
Hetal Metha | Chief Economist, St. James’s Place
Claire Trott | Head of Advice, St. James’s Place
Niki Patel | Tax & Trusts Specialist, St. James’s Place

Hosted by Iain McLeod | Head of Private Clients, St. James’s Place
We’ll cover:
• The broad economic implications
• Potential tax threshold changes
• Pensions and allowance updates
• ISA and savings incentives
• Inheritance Tax and trust planning
• Support for families, high earners and business owners
• Immediate actions to consider

Register now and get the clarity you need: https://sjp-co-uk.zoom.us/webinar/register/4917611376598/WN_i8cdqgOfT9eKKRXhmxkoyg #/registration

The value of your investment can go down as well as up. You could get back less than you
invested.
Taxation rules can change at any time and are dependent on individual circumstances.
Trusts are not regulated by the Financial Conduct Authority.
St. James’s Place Representatives represent only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.
SJP Approved 21/10/2025

20/08/2025

“T𝗵𝗲 𝗣𝗼𝘄𝗲𝗿 𝗪𝗶𝘁𝗵𝗶𝗻 𝗬𝗼𝘂 – 𝗧𝗮𝗸𝗲 𝗖𝗵𝗮𝗿𝗴𝗲 𝗼𝗳 𝗬𝗼𝘂𝗿 𝗦𝘁𝗼𝗿𝘆”undefined

18 practical tools to break old patterns, take control, and build the life you want.
The Power Within You shows you how to stop comparing, stop doubting, and start leading your own life with confidence.

𝗚𝗿𝗮𝗯 𝘆𝗼𝘂𝗿 𝗰𝗼𝗽𝘆 𝘁𝗼𝗱𝗮𝘆. 𝗦𝗲𝗲 𝗹𝗶𝗻𝗸 𝗯𝗲𝗹𝗼𝘄

15/08/2025

Does your body need some TLC?

Behind-the-Scenes

Step into a space where your body can finally let go… ✨

From the moment you arrive, you’re met with calm, quiet, and care.
Your appointment isn’t rushed, it begins with a thorough case history to understand what’s really going on in your body and what could be holding you back.

Whether it’s physical tension, postural strain, or stress that’s built up over time, Body Stress Release helps uncover and gently ease those layers, so your body can begin to reset and heal.

In a world that moves fast, this is a space to slow down, release, and feel supported.

29/05/2025

Is your retirement plan on track?

Making informed financial decisions today can have a lasting impact on your future. Join us for Retirement Ready: Simple Steps to Secure Your Future, an expert-led live webinar featuring Claire Trott, Divisional Director of Retirement and Holistic Planning and Iain McLeod, Head of Private Client Consultancy South, as they break down key retirement planning essentials:

How different pension types work and why employer contributions matter

The power of consistent savings for financial security

Common pitfalls to avoid when planning for retirement

Date: 5 June 2025

Time: 12:30 – 13:30

Location: Zoom

Gain expert insights to secure your future! Register today.

Link: https://sjp-co-uk.zoom.us/webinar/register/6817418692777/WN_-hciyAq7QDqBxQ8_1by7aQ #/registration



The value of your investment can go down as well as up. You could get back less than you invested.

St. James's Place Representatives represent only St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.

SJP Approved 08/05/2025

21/05/2025

We are hiring!

04/03/2025

One of our neighbours 🙂

MOTHER’S DAY WINE TASTING! Sunday 30th March - 1pm - £40 per person. I wasn’t sure if I would we able to do this tasting but great news I am. I look forward to hosting my third Mother’s Day Tasting. Treat Mum , Treat yourself! Get in touch to book!

17/12/2024

Paul, Lianne and the family. A nice personalised card 🙂

01/11/2024

🔍 What Does the New UK Budget Mean for You?

With this year’s change of government, this session is more relevant than ever.

Join our webinar to navigate the latest changes and understand the impact they could have on your financial future.

Post Budget Financial Planning Insights
🗓️ Friday 01 November
⏰12:30 to 13:30
🔗 Register Here: https://sjp-co-uk.zoom.us/webinar/register/4417241685295/WN_n2t8-BRBSEW74yEUaR3K8Q

✨ This session will cover:
• Economic backdrop & forecasts
• Tax changes affecting your finances
• Pension updates: Time to adjust?
• Smart money moves post-budget
• Aligning goals with new realities

💡 Are you ready to navigate these changes?
Don't miss this opportunity to get expert insights and practical advice tailored to your needs. Secure your spot today and stay ahead of the curve!

The value of your investment can go down as well as up. You could get back less than you invested.



Kavanagh & Associates is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives.

SJP Approved 27/08/2024