Showing Best Selected Financial Advisors Covering Kirkcaldy Area

Paul Heneghan CFP FPFS Certs CII (MP & ER)

STERLING WEALTH MANAGEMENT

07487 797 133

0141 266 0116

financial advisors in glasgow

I am one of the highest qualified financial advisers in the UK. I hold the industry leading Chartered Financial Planner (CFP designation) and I am also honoured to hold the FPFS (Fellow of The Personal Finance Society), the most prestigious title in UK Financial Planning and the highest designation awarded by the PFS. I also hold the Society of Later Life Advisers Accreditation (SOLLA) which means that I specialise in dealing with retirement and later life planning…

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Over 25 years experience

FCA approved

No-obligation, one-hour initial consultation

Restricted advisor

Covers whole of Scotland

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Areas of expertise:

Savings & Investment Planning

Retirement Planning

Retirement Income

Inheritance Planning

Later Life Planning

The 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 www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

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