Leigh Cavanagh DipPFS, Certs CII (MP & ER)
The financial health coach
Financial planner specialising in wealth management for Stroud Wealth Management (UK) Ltd and Senior Partner Practice of St. James's Place Wealth Management
Since completing his degree at London University, Leigh has worked in the sports industry, the armed forces and the education sector. Seeking greater autonomy, he decided to pool his learning, marshalled his transferrable skills and went on to qualify and practice as a financial planner through the Personal Finance Society (Chartered Insurance Institute).
Experience
Leigh is an effective communicator and has written numerous articles on the management of personal finances.
Areas of expertise
- Retirement Planning,
- Tax-Advantaged Solutions,
- Estate Planning,
- Equity Release
Personal treatment philosophy
"Even small steps will get you there".
Why this particular specialism?
Our life goals, well-being and finances are all linked together. But life is busy and financial decisions can quickly become complex and shelved. Leigh likes to bring clarity to these matters, and maintain the focus, so that individuals and families may make timely, informed choices. Because even small, simple steps can have a big impact further down the track.
What makes a ‘good day’ at the office ‘for you’?
Getting someone to take a step towards improving their financial security and achieving financial independence. Sometimes it’s more than one person - my personal best is 200 in 20 minutes!
What piece of advice do you most often give to your patients (clients)?
I prefer to ask a good question and wait for the answer, because this is more effective than telling people what to do.