A tight-knit group of award-winning planners. We’re diverse in character and expertise, but alike in our dedication to you.
Our team
Executive Board
Adrian has led Cavendish Ware from inception to become one of the top 100 advice firms in the UK. Recognised by peers across the industry as a thought leader, he’s not afraid to challenge or think differently.
He brings decades of experience in advising clients on their finances and also often more generally on life. And leads the business with a commitment to future succession, personal development and having fun.
Adrian’s family is a big part of his life, still finding time to be an active hockey coach, keen skier and member of an “ageing rock band”. He also admits to being a Spurs fan.
Alison is a strategist and expert in getting things done! She has been working with Cavendish Ware since 2017 to help us deliver our business vision and our promises to our clients, bringing over 30 years’ practical experience in wealth and business management.
She is also a Director of The Wisdom Council, a consumer insight agency and is passionate about supporting people take control of their finances and making investing more accessible to all.
Outside work, Alison can usually be found in the mountains – walking, skiing, running or just admiring the view.
Greg has been advising clients since 1994, working with a smaller independent firm and then UBS Wealth Management before joining Cavendish Ware in 2010. Alongside his own clients, he supports the training and development of advisers across the business.
He brings an unremitting focus on understanding what the client is trying to achieve, what is the life they want to live. And seeing clients achieve their goals is the most rewarding part of the role.
Greg’s own goals now include balancing time in Spain and improving his golf with drumming in the ‘ageing rock band’.
Jonathan has been a director and Chief Financial Officer of Cavendish Ware since 2003.
He was the owner and managing director of multi-award-winning Elman Wall, which he founded in 1995 until 2020 when Elman Wall became one of the founding members of Xeinadin, a Top 15 firm of accountants and advisors. Jonathan is a Partner at Xeinadin.
Jonathan is a recognised expert in the Travel sector, acting for many leading tour operators and arrangers of travel. He is a Fellow of the Institute of Travel and Tourism.
He has been described as “the least accountant-like accountant you will ever meet” and quietly revels in that description. He provides significant business and financial acumen to the other directors of Cavendish Ware.
“Adrian and my ethos are identical, which is why we have worked so well together since founding Cavendish Ware – client focused, client friendly whilst delivering support, service and advice of the highest quality to all of its clients at every point of contact.”
In no particular order, the loves of Jonathan’s life are his wife, 4 children, his new granddaughter, Springsteen and Arsenal…. much to Adrian’s annoyance.
Advice & Planning
Mat began his career in financial services in 2009 in his homeland of South Africa switching from a role as a Safari tour operator designing bespoke luxury travel itineraries.
Settling in the UK in 2011, Mat rapidly achieved Chartered Financial Planner status and now combines the bespoke service with the technical skills to deliver great advice to a portfolio of clients.
Outside of work, Mat spends his time rock climbing, mountain biking, running with his rescue dog ‘Bailey’ and enjoying long country walks with his young family.
Jack landed in financial services straight from school, rapidly progressing his career through commitment, hard work – and a bit of natural talent!
Joining Cavendish Ware in 2015, Jack has already developed longstanding relationships with many of our clients. Alongside his client work, Jack is committed to nurturing the professional and personal development of all our staff.
In his down time, Jack enjoys spending quality time with his young family and also indulging in his many sporting interests.
.jpg)
After deciding a career in art wasn’t the right route, Emma pivoted to financial services in 1994 and honed her skills working in a retail bank, an accountancy practice and a wealth manager before joining Cavendish Ware in 2023.
Emma is passionate about holistic financial planning and prides herself on leading individuals, families, and businesses through their own personal life journey.
In her spare time, she likes to walk across the North Downs and is often spotted rambling through her local nature reserve with her cat Dave who adopted her during lockdown.
David started his career in financial services straight from Kingston Business School in 1997, joining Cavendish Ware in 2020.
He has built long standing relationships with a wider range of clients including barristers, partners in professional practice, senior directors, business owners, ex business owners and members of the medical profession.
David has an obsession with horology and has a lifelong interest and passion for all things ‘shark’ related which his son now shares.
David started his career as a financial adviser in 1982 and he was with his last firm for 20 years before moving to Cavendish Ware in 2017.
He still works with many of those clients he acted for 35 years ago. The loyalty his clients give is due to David’s overall approach – he makes financial advice accessible, easy to understand, cares about what he does and has the utmost integrity.
Five decades of ‘Old Boys’ football and following the ups and downs of Arsenal have not dented David’s energy and passion for travel and life.
Jenny joined Cavendish Ware in 2014, bringing with her a depth of technical knowledge and experience, together with a lovely combination of organisational and inter-personal skills.
In 2017 she qualified as a fully authorised Financial Adviser and gets great satisfaction from feedback that she is making a difference to the financial wellbeing of our clients lives.
Jenny has a young daughter, a busy social life and a passion for live music although not necessarily her colleague’s ageing rock bands.
Kyle joined Cavendish Ware in November 2018 as a financial planner, was promoted into the advisory team in January 2021.
Originally from South Africa, Kyle has worked in the financial services industry for the last 10 years and adds a depth of technical planning expertise to the team. He was awarded the overall winner of the Level 7 Diploma in Advanced Financial Planning in 2023.
Outside of work, Kyle spends most of his spare time around the “braai” with friends, supporting South African sports or trying to get fit with Arthur, his King Charles Cavalier.
Ryan joined Cavendish Ware in February 2017 initially as a member of our Client Support team. He has rapidly developed his career through the business as a Financial Planner and promoted to a fully authorised Financial Adviser since May 2023.
Working in various roles has helped Ryan fully understand the practicalities of the advice he gives, delivering great service as well as great advice to his clients.
Outside of the office, Ryan spends most of his time with his wife and young family, enjoying live music, sports (watching, not playing!).
Sam has been with Cavendish Ware since March 2017 starting in the client support team, moving on to manage corporate client relationships, and then diving into planning for private clients. This journey has given Sam a 360-degree view of the financial world.
He’s also recently become a dad, which has given him a whole new perspective on life and added to his passion for the importance of financial planning. When he’s not crunching numbers, helping clients or being a Dad, you’ll find Sam nose-deep in a history book or chatting politics over a pint at his local.
Aaron joined Cavendish Ware in November 2021 as part of the financial planning team and combined with a re-location from Plymouth to London. With prior experience at a number of Citywire ‘Top 100’ firms, Aaron brings strong technical and practical experience to our business and our clients.
Outside of work, Aaron spends most of his time in the gym or on the racetrack. Coming from a city passionate about football, he is an avid supporter of Plymouth Argyle and endeavours to attend most of their away fixtures in the southeast region.
Tom joined Cavendish Ware’s Financial Planning team in April 2021, having relocated to London from Yorkshire. Tom really enjoys getting to know clients and puts their experience at the forefront of everything he does. His focus is to make things as easy as possible for clients to understand and break down industry jargon.
As a proud Yorkshireman, Tom can often be found educating the office on how great the north is. Outside of work, Tom enjoys running up hills and pretending he can still play cricket. He is also huge England rugby fan, with Twickenham being his 2nd home.
Anna joined Cavendish Ware in July 2022 having previously worked at a boutique financial planning firm where she gained her initial qualifications and experience. Working towards completing the chartered financial planning exams, Anna brings a thoroughness and attention to detail to all her work for clients with a particular focus on ensuring the most complex aspects are clearly explained. She is also the team grammar guru!
In her spare time Anna enjoys reading, going to the theatre and planning her next weekend away.
Having accumulated in excess of 10 years of experience within the financial services industry, building practical experience and completing the industry qualifications, Tim joined Cavendish Ware in his current role as a financial planner. He is well respected by the team and clients alike for his calm expertise.
With 3 children at home, Tim’s current main hobby is frequent visits to the Park. When he gets the chance, he does enjoy all things golf and sport related.
Sean’s initial career choice was accountancy, qualifying as a Chartered Accountant and working in Finance & Strategy roles within the Financial Services industry. He then decided on a career change. Joining Cavendish Ware in 2024, having completed the Diploma in Regulated Financial Planning to facilitate that move, Sean is enjoying a role where he feels he can make a bigger impact on people’s lives.
Married with 2 children, he enjoys all things outdoors. He’s most likely to be found walking his dog (Barney), gardening, playing golf or on the sidelines watching his boys playing various sports.
Ryan joined Cavendish Ware in 2024 as he relocated to London from Hull. He brings over 7 years’ experience in the financial services industry having spent time locally in paraplanning and advice roles. Quickly adapting to working and living in London, Ryan is enjoying getting to know a new portfolio of clients and working alongside the senior advisers to help clients achieve their goals.
Outside of the office, you can find Ryan watching football, running, socialising with friends, and attempting to find the best Almond Croissant in London.
Shrikesh joined in March 2024 bringing over a decade of financial service experience in banking, advice and wealth management. He is, what we in the industry call, Level 6 qualified, evidence of his strong technical credentials. An area of real interest is the role of AI and how this can really help streamline many of the advice processes and support a better client experience.
Shrikesh is dedicated to upholding a healthy lifestyle and is an avid traveller. During his recent trip to the US, he ventured into and safely ‘returned’ from the Bermuda Triangle!
Investment
Lance joined Cavendish Ware in January 2017 bringing with him over 30 years’ experience in running private client and institutional money with some of the largest global firms.
Always reading and researching widely, Lance’s long experience provides a valuable perspective to our investment decisions. In a rare talent for an investment professional, he never loses sight of the client whose money he is managing.
Married with a daughter, when he can find some free time he is a keen target shooter and rowing cox – retaining his competitive instinct from competing at the highest Master level.
Nish joined Cavendish Ware in June 2022 having started his career with a wealth management firm and deciding to specialise in investment. Nish supports the investment team and Advisers with heaps of analysis bringing great data insights to our investment decision making and the advice we give.
An ardent sports fan and enjoy watching F1, Cricket and supporting Chelsea Fan, Nish is also probably the most competitive person in the office when it comes to a quiz night or team social!
Having graduated from the University of Southampton with a degree in Politics and French Katrina joined the Investment Team at Cavendish Ware in 2014. One of our longest standing members of the team, Katrina has played a major role in scaling our processes to ensure accurate and timely implementation of investment decisions. Clients get the same individual care and attention to detail as they did when we had many fewer clients.
In her spare time Katrina enjoys exploring the City and the diverse culture and activities it offers.
Operations & Support
Richard joined us in May 2022, bringing with him 30 years’ professional experience in a range of technical, compliance and risk roles. Richard is a Fellow of the Personal Finance Society. Richard provides technical oversight for the work we do, ensuring that the advice we deliver is not just in line with our regulatory requirements, but in line with the best in our sector.
Father to two teenage boys, Richard never sits still! He has run six marathons and still considers a 10k as a fun run at lunchtime.
Amy brings a decade of experience in the financial services industry to her role at Cavendish Ware, where she has been a valued member of the team since 2018.
As Head of Client Services, Amy oversees all client servicing operations, ensuring a consistently high level of client satisfaction. She is also a key driver of innovation team, utilising her expertise in AI, automation, and data analysis to drive the company’s digital transformation initiatives.
Outside of work, this self-proclaimed ‘Swiftie’ enjoys exploring spirituality, traveling, and reading.
She’s currently enjoying a 12 month sabbatical in Australia and we look forward to her return!
Wendy joined Cavendish Ware as Client Support in November 2019 having spent 21 years with Barclays in their Retail, Corporate and Investment banking divisions and then 20 months with a large national wealth management company, all in client and administration support positions. Wendy manages the Client Support team providing wise counsel, technical knowledge and a real commitment to quality in everything she does.
Outside of work, Wendy spends her time going to the theatre, planning her next trip abroad and following the fast pace of Formula 1.
Ellie joined Cavendish Ware in August 2021, bringing four years of experience in Financial Services and Wealth Management. Since joining Cavendish Ware, Ellie has progressed through a few roles supporting different Advisers and most recently was promoted to Assistant Client Services Manager in January 2025. In this role, she oversees internal processes and serves as the main point of contact for her team, ensuring seamless client service.
Outside of work, Ellie enjoys socialising with friends and planning her next adventure abroad.
Louise joined the Cavendish Ware team as a Senior Client Support in March 2025, bringing with her over six years of experience in wealth management. Her focus is on delivering great service to our clients while supporting her team. Whether it’s assisting with client needs or helping colleagues navigate challenges, Louise takes pride in being a team player.
Outside of work, Louise has a passion for travel and enjoys exploring new places.
After graduating with a Degree in Geography, James entered the financial services industry within the Pension sector before moving to Cavendish Ware in a Client Support role.
Always willing to help out, James regularly receives positive comments from his clients as he works alongside the adviser team to ensure we deliver great service. Outside of work, James has a keen interest in Cricket and enjoys the volatility that comes with supporting The Arsenal.
Tanya joined the Client Support team in 2022 bringing with her twelve years’ administration experience in various fields.
She has quickly got up to speed on the more technical side of the role, providing a high level of support to the advisers and clients she supports.
A previous acting career included West End productions. The passion for musical theatre still remains and she was even persuaded to do a star turn in our 2025 client event alongside today’s stars of the stage.
Zoë joined Cavendish Ware’s Client Support team in March 2024, bringing with her five years of diverse administrative experience. She has quickly made herself a very valuable member of the team always willing to help out and showing great proactivity. She also supports in the general running of the office and marketing support.
Outside of work, Zoë enjoys socialising with friends and traveling to as many countries as possible!
Lauren has over four years of experience in Financial Services and joined Cavendish Ware’s Client Support team in 2024.
She enjoys the more technical side of the role and continues to build her knowledge and experience to better support clients and contribute to the team’s success.
When she is not at work, you’ll likely find her socialising with friends, exploring new restaurants, or planning her next holiday adventure. She is also a big Formula 1 fan and loves keeping up with the latest races and developments in the sport.
Nadene has worked in a variety of different sectors before settling into Wealth Management. She joined Cavendish Ware as Client Support and quickly settled in to add real value to the team.
She is bubbly and cheerful, and, is (self-declared) full of bizarre statements. Her enjoyment lies in going out specifically to eat, or staying in to pursue her numerous hobbies, such as crocheting, nail art and code creation.
James joined Cavendish Ware’s Client Support team in February 2025, bringing with him 3 years of experience previously working at boutique practices. He has quickly settled into the new role providing a great level of support to his team. Currently studying to complete the level 4 Diploma in Regulated Financial Planning, James aspires to one day become a Financial Adviser.
Outside of work James enjoys socialising with his friends, working towards visiting every continent having explored parts of South America last year. He is reluctant to admit that he is a Man Utd fan and likes to focus a lot of his time watching and keeping up to date with the NBA.
Cheryl is one of our longest standing team members having worked with Cavendish Ware almost from day 1 of the business.
She ensures that the business ticks along nicely, from ensuring that the finances are in order to the stationary cupboard being well stocked.
Leisure time means involvement in a variety of voluntary work, including helping in the administration of her local cricket club.