If we agree that we want to work together, there are broadly 3 steps that we go through with our clients, which is a constant, continual process.
What we can do for you
When we meet a client for the first time, our aim is to explain how we work and the services we offer, our ethos and our values – indeed much of what is covered in this web-site. It also gives us and our clients the opportunity to establish whether we want to work together, and whether we feel we can add value.
It’s all about trust. Who would you really trust with your entire future? It’s a daunting question, but just meet Adrian – you will know.
Alan Murray, MD, Public relations consultancy
Since using David Tom as our financial advisor my wife ,Margo and I, within 5 years, have seen our pensions rise from being itsy bitsy dis-jointed non-entities valued at about £40,000 each, into owning a virtual-freehold (120 year lease) city-riverside listed warehouse valued at over £2m. Ok, we have a pair of £150,000 mortgages on it, but these are being paid off by the Commercial rent we are getting from it (85,000 P.A.) How did that all happen? Ask David.
Stuart Balfour, Managing Director, Kuijpers Balfour Ltd
BRIGHTER INVESTING™
Investment Advice forms a key part of the service we provide to you and we have developed a rigorous investment approach that has proved highly successful. It is designed to dovetail with our financial planning proposition – our firm belief is that investment management is a means to an end to meeting your aims and objectives – everything should be driven by effective Financial Planning.
PROGRESSIVE THINKING
We’ve been involved in the development of this progressive wealth deployment strategy since it’s early stages because we believe it appeals to a significant number of forward thinking investors who have moved beyond thinking in the traditional binary way of risk and return to adding a further important element of the ‘impact’ of your wealth.
To establish how we can help you, please contact us on 0203 307 9090 or via email info@cavendishware.co.uk