Getting to know our Private Client team… Meet Geoff Cavanagh, Chartered Financial Planner
How long have you worked at MHA Tait Walker and what’s your role in the team?
I’m a Chartered Financial Planner and I have been with the firm for 13 years. Prior to this I worked at a large Private Bank for five years. My role is to work with individuals to build a financial plan which will allow them to meet their, short, medium and longer term goals. We have a really great team which continues to grow and it’s exciting to be part of it.
What does a typical day look like for you?
A typical day for me is meeting with clients either at one of our offices, their home or business premises. These are often meetings with existing clients where we are reviewing their portfolio and financial plan. We discuss where we are against the financial plan and identify any action that needs to be taken to ensure we remain on track. “Life happens” so it is important that any plan I put in place is flexible and can be adapted to meet any changes to an individual’s circumstances.
What kind of clients do you work with?
I work with a range of clients including business owners, individuals coming up to or in retirement, and individuals with accumulated private wealth. Every client’s circumstances, goals and ambitions are unique. That is what makes my job so interesting.
Why do you like helping clients to achieve their goals?
Naturally, you get a great sense of reward in helping clients to achieve their goals. As an example, when you put a plan into place that will allow an individual to retire a year earlier than they thought they could. You know you are making a positive to difference to someone’s life and it doesn’t get much better than that!
A little about you. What’s your favourite thing about the North East?
I grew up in the South of England, about 15 miles south of Oxford. Since moving here, I have lived at the coast and the novelty of being close to the sea has never worn off. I’m a keen runner and I love being able to get out for a run along the coast after work. With the City close by and Northumberland a short drive away, you are never short of fun things to do.
Get to know Dorothy Johnston, Tax Manager, in the fourth episode of getting to know our Private Client team…