A little bit about us
Cavendish Ware began life in 2003.
We formed the firm out of a frustration with the way many of the large, established brands in the UK, trading under the banner of ‘Private Banks’ and ‘Wealth Managers’, provided financial advice.
Their increasing internal focus, lack of client service and continual move to a more highly commoditised, transaction, almost conveyor belt approach meant that we felt the time was right for us to set up a smaller, boutique firm that was able to provide more bespoke advice.
We want to thank you for your constant support and excellent advice in dealing with our pensions and investments. Whether one is busy running a business or happily retired (and even more busy, strangely enough!), one’s own affairs usually feature well down any “to do list”. So, it is invaluable to be able to utterly trust and rely on the expertise of Cavendish Ware, which has proved itself many times over with sound advice and sympathetic, patient support. We don’t know where we’d be without you all!
Ray & Annie Long (Retired, former owners of Long Travel)
Like many, I’ve been investing in my pension for many years. It felt like the money was going into a black hole with little real feedback. Apart from an annual statement of contributions and portfolio value along with a summary meeting with your IFA, I had little idea on how or if my pension was going to meet my retirement needs. I was introduced to Jack as my advisor. I have not looked back since. What makes him stand out for me is the access to information and the willingness to support and advise. He uses cash flow modelling software which modelled my personal financial circumstances and apply different scenarios allowing me to understand, almost instantly all the variables that affect me and my ongoing needs. This allied to Cavendish Ware’s new client portal gives me high levels of confidence and insight. As a layman this has been a real eyeopener, and allowed me to plan for the future with far more clarity and reassurance then I could have ever expected. We all understand the vagaries of investing in the market, but purely on a level of service and support I cannot recommend Jack and Cavendish Ware highly enough.
Neale Williams, Managing Director, SurfDev
It's great having Jack in our corner, helping us arrive at the right choices. It's definitely made us feel more in control and better informed, and thus to be in a position to talk about our plans, both short and long term.
Senior Executive in TV Production