Size matters, and we believe that many businesses lose their client focus by growing too large. Although we will develop as a business, our aim is to remain a relatively small, boutique adviser that combines significant expertise in the advice and planning we give with a personal approach. By focusing on our clients, rather than running a large organisation, we believe we can give clients what they want, and certainly ensure that we can concentrate on the area that we love best – client advice. By working in partnership with our clients, we can develop together and truly understand and respond to their financial requirements.
The strength and experience of the people we have also stands us out. Adrian Ware has 25 years experience in financial services. Prior to forming Cavendish Ware in 2003, Adrian was Director of Financial Planning at Kleinwort Benson Private Bank, one of the most prestigious financial institutions in the UK. The team he has pulled together to form Cavendish Ware has significant experience across the spectrum of Investment Management and Financial Planning in the UK, with CVs that encompass many of the leading financial services and investment firms in the country. Adrian has known or worked with many of the team prior to joining Cavendish Ware, and the mutual trust and respect with our business further stregthens our approach.
If you’d like to find out more about the key people within Cavendish Ware please see the Meet the Team section.
Finally, we believe that it is the passion we have for what we do, and the continued desire to improve and enhance the service and quality of advice we give, that stands us out as one of the leading wealth management firms in the UK.