Cavan Halley
FPFS (Fellow of the Personal Finance Society), Chartered MSCI, BA Hons
Cavan is a Chartered Fellow who joined the PWM from HSBC in 2019. He previously coached at the National Tennis Centre in Melbourne Australia before returning to England to graduate with a first-class degree from the University of East Anglia.
As Managing Director, he heads up our advice and new adviser acquisition and development propositions. In 2022, Cavan won the regional Practice Adviser award from St. James's Place. Cavan specialises in technical advice, specifically in corporate, retirement planning and inheritance tax planning.
Outside of work, Cav enjoys running, going to the gym, travelling and spending time with his family.
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.
