Dave is joined by Lance Peltz, Head of Investments at Cavendish Ware and by special guest Rory Maguire from our investment partner, Fundhouse.

If Q2 was defined by tariff shocks and political theatrics, Q3 has been shaped by a truce between markets and policymakers. Investors entered the quarter braced for escalation but were instead rewarded with an “everything and everywhere” bull market.

In this episode of Bassline, David Wallace speaks with Lance Peltz about the global economic landscape.

Volatility remained a defining feature in Q2, as markets digested the economic and political fallout from President Trump’s aggressive tariff announcements on “Liberation Day” in early April.

In this extended episode, the tables are turned, and Adrian interviews Dave Wallace and Rob Reed about Generative AI and why it is such an exciting technology.

This article breaks down the key differences between Pensions and ISAs, two popular tax-efficient savings vehicles. We explore how they vary and discover why a combination of both often makes the most sense for long-term financial planning.

In our very first podcast, Adrian Ware the founder and CEO of Cavendish Ware talks us through why he founded the business and what makes it unique.

With inflation eroding the value of cash and potentially your income in retirement, we have recently seen more queries about how best to plan for and secure future care costs.

We all create mountains of digital clutter—unread emails, unused photos—that quietly add to environmental and security risks. This article explores the concept of “dark data” and why a digital spring clean can benefit both the planet and your peace of mind.

Losing a loved one is difficult, and managing their affairs can be overwhelming. This article introduces “Dying Neatly”, a practical tool designed to help you organize your personal and financial information clearly and securely. It aims to ease the burden on your family and executors when the time comes.

As climate risks grow, investors face tough choices. New research warns of a potential financial crisis linked to fossil fuel investments. We explore the role of ESG, greenwashing, and what it means for your money.

Overall, investors had a good year in 2024, with global stock markets benefiting from optimism over falling inflation, easing monetary policies, growth in Artificial Intelligence (AI), and the US election result.

The gender pension gap remains stark — with women needing to work 19 years longer to match men’s retirement savings. This article explores the structural, behavioural, and societal factors behind the gap and what can be done to close it.

We are delighted to announce that we won “Best Financial Advisers to Work For” at this year’s Professional Advisers Awards.

Jack Williams from Cavendish Ware talks to Tilly Wallace about the things she needs to be thinking about as a young adult, as she considers her financial future.

Learn more on why Cavendish Ware moved to manage money on a discretionary basis and selected Fundhouse as their investment partner.