Award-winning financial planners who help you live the life you want

At our wealth management firm, we prioritize your financial goals and aspirations. Let us guide you on a personalized journey to financial success.

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Life is the why.
Money is the how.

Whatever life you want, we help you reach it. Through a financial plan that’s easy to follow, and an open door to advice at every stage of life.

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Life is the why.
Money is the how.

Whatever life you want, we help you reach it. Through a financial plan that’s easy to follow, and an open door to advice at every stage of life.

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Your Financial Future Starts Here

At our wealth management firm, we prioritize your financial goals. Our tailored strategies ensure you achieve lasting prosperity.

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Guiding You Through Every Financial Decision

Our experienced advisors are dedicated to understanding your unique needs. Together, we create a roadmap to financial success.

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Growth

Building Wealth for Generations to Come

We believe in sustainable growth that benefits you and your family. Our commitment is to help you navigate the complexities of wealth management.

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Your Partner in Financial Success

With our comprehensive services, we ensure every aspect of your financial life is covered. Let us be your trusted partner on this journey.

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"It’s all about trust. Who would you really trust with your entire future? It’s a daunting question, but just meet Cavendish Ware – you will know."

MD, PR Consultancy

Services designed around you, delivered over decades

From getting ready for retirement to protecting your family, our services support your financial plan.

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"Their advice is better than any therapy - they’ve even managed to make me smile about the part we can never look forward to: the end game! I always leave their office with an appetite and a zest for life."

Founder and Business Owner

▶ The latest

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General

Taking on the Welsh 3000s

Recently, seven members of the Cavendish Ware team, joined by family and friends, took on the Welsh 3000s – one of the UK's most iconic mountain challenges. Over three days, the team covered 35 miles, climbed almost 15,000 feet and spent more than 24 hours exposed to the elements on the mountains.
Podcast

Bassline Episode 25

In this special “Situation Update” episode, Lance Peltz unpacks the rapidly evolving global landscape and its economic implications. With no clear end in sight, this episode provides a sharp, sober view of markets in flux - and the deeper structural shifts shaping the global order.
Investment updates

Market Commentary Q1 2026

The year started on a positive note with investors expecting both strong earnings growth in most sectors and regions, and further, modest interest rate cuts despite sticky inflation. The rotation out of the US equities and into other regions, notably Asia and Emerging markets which offered better valuation characteristics continued.
Investment updates

Initial impact of the US-Iran conflict

Over the weekend (and continuing as we type), the United States and Israel launched coordinated military strikes against Iran, targeting missile infrastructure, air defence systems and senior political and military leadership.
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