Cavan Halley

I am a Director and Chartered Financial Planner at Parallel Wealth Management, based out of Fox's Marina predominately working with clients across the South East. I am an Advanced Pension Transfer Specialist with other specialisms including Corporate and Inheritance tax planning. I work with clients to ensure their goals and needs are understood. This allows me to ensure my clients receive a proactive and compassionate ongoing service. This is part of my wider amibition to ensure those who I chose to work with receive tax, investment and service alpha. 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice 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) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx