Paul Heneghan  CFP FPFS Certs CII (MP & ER)

STERLING WEALTH MANAGEMENT

07487 797 133

0141 266 0116

Paul Heneghan

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.

I am a ‘life-centred’ financial planner and I have focused on developing expert knowledge within investment, pension and estate planning. I advise clients throughout the UK with a focus on Scotland.

As the Principal of Sterling Wealth Management, I promote the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families. I can provide you with bespoke wealth management solutions and guaranteed * advice that can meet your needs both now and in the future.

Dependant on your situation and requirements, I may refer to other associated experts where appropriate.

My advice covers all areas of wealth management including, but not restricted to retirement and tax planning, wealth protection and investment planning.

If you wish to discuss any aspect of your financial planning, please do not hesitate to contact me on either 07487 797133, paul.heneghan@sjpp.co.uk or alternatively via my website www.sterlingwealthmanagement.co.uk

FCA regulated

Over 25 years experience

No-obligation, one-hour initial consultation

Restricted advisor

Covers Glasgow, Edinburgh and Aberdeen

 

Areas of expertise:

Savings & Investment Planning

Retirement Planning

Retirement Income

Inheritance Planning

Later Life Planning

LOCATION

 

Sterling Wealth Management

St. James’s Place House

168 West George Street

Glasgow

G2 2NR

 

 

SERVICES

Sterling Wealth Management provides a broad range of financial planning services including:

Savings & Investment Planning

Retirement Planning

Retirement Income

Inheritance Planning

Later Life Planning

retirement planning

QUALIFICATIONS

Paul has worked in financial services for over 25 years and is qualified to offer advice in a number of areas.

Chartered Financial Planner

Fellow of The Personal Finance Society

Society of Later Life Advisors (SOLLA)

 

qualifications

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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.
* St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the Group. more details of which are set out on the Group’s website at www.sjp.co.uk/products

 

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