About Us
Cavendish Ware is a leading boutique wealth management and financial planning firm. We believe that our history, philosophy, approach and people define who we are, and help to explain why we have been so successful since our launch in 2003.
Please take the time to read to following pages, which hopefully builds a picture of who we are, and will help you decide whether we are the right people for you.
We work very closely with Elman Wall, a firm of Chartered Accountants and Tax Advisers that share the same ethos and client centric approach as we do. Please see their web-site, www.elmanwall.co.uk, if you are interested in finding out more.
We also have strong links with other professional advisers, whether they be solicitors, international tax specialists, mortgage and lending specialists, private equity groups and Banks. Our role is to act as your advisers, and in this capacity we feel it is vital that we build a network of supporting, highly regarded specialists that we and our clients can access, to ensure that high level, appropriate advice, with a co-ordinated approach, can be achieved. Please let us know if you would like more details on this.
We are very firmly aligned with the Financial Services Authority's (FSA) approach to treating our customers fairly. This entails adding value to the service we offer by aiming to:
- Protect the interests of our clients at each stage of the business life cycle, from the initial contact right through to our ongoing review and advisory process.
- Meet as best we can the unique needs of each client by offering a transparent, efficient and professional service and constantly reviewing our service to identify areas of improvement.
We are very keen to receive feed-back on what we do and how we do it, whether that feed-back be good or bad. Please tell us if we are doing things that you like, but importanly, please also tell us of areas where we can improve.
Meet the team
