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.

In this special episode, the roles are reversed as Adrian takes the interviewer’s seat to speak with Dave about a subject that is both deeply personal and increasingly relevant: neurodiversity, late ADHD diagnosis, and the profound impact this can have on our relationship with money. Dave reflects on being diagnosed with ADHD later in life, prompted initially by his children’s experiences and a growing realisation that many lifelong patterns finally had an explanation.

Markets ended the year in a buoyant mood, with further gains in the fourth quarter meaning that most equity markets finished 2025 at or near all-time highs having made double digit returns. Bond markets also made modest gains, and the standout performer was precious metals, led by silver. One of the surprises was that the US equity market was among the year’s laggards, with returns for UK investors further reduced by US dollar weakness.

In this special Budget edition of Bassline, Dave is joined by Adrian and Lance for a frank, occasionally exasperated, unpacking of what was billed as one of the most hyped UK budgets in years. That hype, they agree, was largely fuelled by weeks of political kite-flying, leaks, reversals, and noise. When the moment finally arrived, the reality felt underwhelming.

In this episode, Dave Wallace sits down with Cavendish Ware advisers Mat Bonney and Jenny Earl to unravel one of the most misunderstood areas of financial planning: trusts.

There have been a lot of press articles about bubbles relating to Artificial Intelligence (AI) and the recent strong markets, so we thought it best to share our views on the matter.

Dave is joined by Lance Peltz, Head of Investments at Cavendish Ware and by special guest Rory Maguire from our investment partner, Fundhouse.

If Q2 was defined by tariff shocks and political theatrics, Q3 has been shaped by a truce between markets and policymakers. Investors entered the quarter braced for escalation but were instead rewarded with an “everything and everywhere” bull market.

In this episode of Bassline, David Wallace speaks with Lance Peltz about the global economic landscape.

Volatility remained a defining feature in Q2, as markets digested the economic and political fallout from President Trump’s aggressive tariff announcements on “Liberation Day” in early April.

In this extended episode, the tables are turned, and Adrian interviews Dave Wallace and Rob Reed about Generative AI and why it is such an exciting technology.

This article breaks down the key differences between Pensions and ISAs, two popular tax-efficient savings vehicles. We explore how they vary and discover why a combination of both often makes the most sense for long-term financial planning.

In our very first podcast, Adrian Ware the founder and CEO of Cavendish Ware talks us through why he founded the business and what makes it unique.

With inflation eroding the value of cash and potentially your income in retirement, we have recently seen more queries about how best to plan for and secure future care costs.

We all create mountains of digital clutter—unread emails, unused photos—that quietly add to environmental and security risks. This article explores the concept of “dark data” and why a digital spring clean can benefit both the planet and your peace of mind.

Losing a loved one is difficult, and managing their affairs can be overwhelming. This article introduces “Dying Neatly”, a practical tool designed to help you organize your personal and financial information clearly and securely. It aims to ease the burden on your family and executors when the time comes.