What we offer

Why would you choose Cavendish Ware as your advisers? Because

  • You want a long term advisory, consultative relationship
  • You want to deal with people who care, and treat your money like it was their own
  • You value first class service
  • You like us, and trust us, and know that we like and trust you
  • You want to have access to technical excellence from people at the top of their profession

Who are our ideal clients?

  • Have a genuine need for our services
  • Will act on our advice
  • Will be able, willing and happy to pay our fees, because they value what they get.
  • Will be happy to introduce us to others if they believe we can help
  • Those who look forward to meeting us, and we look forward to meeting them.

So what will you get:

  • A totally trusted and trust-worthy ally – a ‘critical' friend.
  • Clear, unambiguous guidance on:
    • Your existing position, incorporating a comprehensive review of everything you have 
    • Understanding and identifying your objectives and life goals 
    • What needs to be done for you to achieve these goals
    • Helping you find the right structures to make the plan work
    • Constantly monitoring and reviewing your plan

Areas of specialisation

We offer an all-round financial planning and advisory service, but we also offer specialist advice in the following areas:

  • Pension Planning and SIPPS
    • The use of Self-Invested Pension Plans 
    • Consolidation and management of existing pension vehicles
    • At and Post Retirement Planning
    • Targeting tax-efficient retirement income
  • Tax and Estate Planning
    • Mitigation strategies for Inheritance Tax
    • Guides to writing a Will
    • Charitable giving
    • Trust fund investment management
  • Corporate Planning
    • Company and Executive Pension Schemes
    • Group Risk consultancy (Life Assurance, PHI)
    • Business Protection - Shareholder, Keyman, Loan protection 
  • Divorce related financial advice, to clients and their lawyers
    • Pre-Divorce assistance in preparing and reviewing financial statements
    • Post Divorce planning 

Please see the relevant web-site areas, or contact us for more information and guides.

Our key areas of specialisation

Pension Planning and SIPPS Pension Planning and SIPPs
Tax and Estate Planning Tax and Estate Planning
Corporate Planning and Benefits Corporate Planning and Benefits
Financial & Divorce Financial & Divorce

The Financial Services Authority does not regulate will writing, tax planning or trust advice.

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Cavendish Ware is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 225174