Professional financial advice in Yorkshire

I pride myself on building relationships based on my core values of experience, integrity and trust together with an empathetic and hands on approach coupled with excellence of service, whilst recommending modern solutions to meet immediate and long term personal and business objectives.

Kevin Moynihan DipPFS

Wealth Management Consultant

My Approach

After spending the first 20 years in the corporate world as Managing Director of a 650 retail chain, I turned my commercial acumen and considerable business experience towards financial services in 1992.

My corporate and business clients benefit from my wealth of experience and knowledge providing the highest possible service to their existing personal and business portfolios. Many have received financial advice in the past; however the overwhelming feeling is that it is fragmented, complicated, or perhaps no longer relevant. To meet your objectives, financial planning has to look at the complete picture.

How I help

A plan to achieve your goals

By putting clients firmly at the heart of our service we run a genuinely client-focused business.

No two clients are the same and therefore we ensure that we understand your personal or business objectives and deliver solutions that are right for you.

We do not provide off the shelf solutions, but instead strive to provide you with a single relationship for all of your financial planning needs. The focus always being to offer the very best service to develop a long term relationship with you.

Our commitment:

  • Providing personal face-to-face financial advice
  • Giving you the opportunity to review your financial affairs regularly
  • Effectively managing your investments via our distinctive approach
  • Keeping you informed of the latest news and any changes that might affect your personal situation
  • Listening to your feedback
  • Ensuring that any dealings with you are sensitive to your needs

 

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.

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TOGETHER WE’LL PROSPER

Powering your future

It isn’t the amount of wealth that matters most, it’s what you do with it that counts.

With our help, your wealth becomes the fuel that powers your future – a means of enjoying the life you want and looking after those you love. Whatever your goals and wherever you are in life, we build a financial plan that’s fit for the weeks, months and years ahead.

Effective planning to create the future you want.

What will your future be like? It can be easy to think of the future as being unknowable, but planning ahead can smooth out many of the uncertainties and help your goals and aspirations become reality. When we work with you, we always encourage you to consider the future you want – and then we help make it happen.

Planning helps you…

  • Identify goals and aspirations
  • Make important decisions today
  • Look after those you love
  • Look forward to the future with confidence

A sound investment in your future.

Investing for the future is fundamental to most people’s financial plans, but understanding how, why and what to invest in requires specialist expertise. We understand that your ideal investment strategy depends on many factors, but by getting to know your reasons for investing and your attitude to risk, we can give you the comprehensive advice you need.

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.

Our investment planning helps you…

  • Understand your investment options
  • Spread your investments across the most appropriate assets
  • Make the right choices for you and your family
  • Build a balanced, diversified investment solution

Preparing for a richer retirement.

Most people like to look ahead to an enjoyable retirement. For many, it represents the stage of life that will give them time and space to pursue their personal passions. But it takes planning to achieve the retirement you want, and not everyone has the foresight to make the right choices today.

Retirement planning helps you…

  • Prepare for the future you want
  • Optimise your financial arrangements today
  • Plan for life’s ups and downs
  • Look forward to retirement with confidence

Protection for you and your loved ones.

We can’t see into the future, but we can help you plan for events that might happen and that could have a major impact on you, your family and your wealth. By understanding your situation in detail, we can help protect you from life’s many storms, both minor and major.

Protection planning helps you…

  • Prepare for life’s uncertain events
  • Protect your wealth from excessive tax liabilities
  • Shield your income from the impact of illness
  • Protect your loved ones if anything happens to you

Although you may have firm ideas about who will benefit from your wealth in the event of your death, making sure your intentions are carried out smoothly can be complex.

All kinds of events can end up knocking your plans off course, and it takes expert advice to make sure your wealth is protected for future generations.

Our team guides you through the process of planning the legacy you will one day leave behind. We consider the effects of inheritance tax and the possibility of unexpected events, making sure your wealth is retained and protected for those you love.

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.

Legacy Planning helps you…

  • Make sure your wealth is passed on in the way you want
  • Minimise inheritance tax and capital gains tax
  • Create a legacy that passes to multiple generations
  • Protect your estate and assets

A firm financial footing for your business.

Running a business is hard work and it’s important to ensure your hard work is creating financial security. You and your employees all rely on your business, and taking steps to secure its financial future is all part of being successful at what you do.

Financial planning for your business helps you…

  • Secure your business’s financial future
  • Look after your finances and those of your employees
  • Build a stronger, healthier business
  • Feel confident that your business is well prepared for success
What my clients say Trustworthy and sound

He has advised me for more than 10 years and I would not hesitate in recommending him to anyone. His advice has always been balanced, trustworthy and sound. The Service and support has aways been excellent.

Director
What my clients say Knowledgable and trustworthy

Kevin is a knowledgable and trustworthy individual, he has always understood and advised us on our financial position over the years as regulations and policies change. We would not hesitate to recommend Kevin in a personal or business environment, his integrity and knowledge of his industry is second to none.

Company Owner
What my clients say Practical help at any time

Kevin Moynihan has had a watchful brief over our investments for some 15 years. He has always been prepared to furnish sound advice and practical help at any time when asked. I have no hesitation in recommending him to anyone.

Mechanical Engineer
What my clients say Exceptional service and support

Kevin Moynihan has been advising my wife and I on our financial affairs since December 2000. We have found his service and support to be exceptional. I would not hesitate in recommending him to anyone.

Retired Company Owner
What my clients say Sound advice

Kevin has provided financial advice to ourselves for nearly 20 years. We have always received good service, support and most importantly sound advice. I would have no hesitation in recommending him to anyone.

Retired

Get in Touch

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    Kevin Moynihan is a member of Sovereign Wealth Limited.

    Find out more about Sovereign at our corporate site.

    SOVEREIGN CORPORATE SITE

    Sovereign Wealth Limited 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. Sovereign Wealth is a limited company registered in England and Wales, Number 07115386. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.