Telephone: 01444 475400
Telephone: 01444 475400
Cavanagh clients are in good hands. Since 1996 our products and services have been winning awards such as: Bankhall Member of the Decade, ACQ Magazine Country Award Financial Adviser of the Year (two years in a row), Financial Adviser of the Year, Client Focused Adviser of the Year, Winner of the Bankhall Pension Adviser of the Year and Bankhall Member of the Year 2010.
Acting for private and business clients, the core of our company is focused on providing professional, impartial, financial advice and investment management services. As a Cavanagh client you can be confident that we take your best interests to the very heart of our business.
All Cavanagh clients, be they private or corporate, benefit from the same levels of resolute client attentiveness. Only once we fully understand your requirements will we hand pick an advisor for you from our team of experts. Once allocated, your adviser will remain with you, understand your financial ambitions and work with you to help achieve them.
We fully undertake to understand your needs in order to deliver the most achievable, rewarding and flexible financial strategy unique to you.
On 16 May 2011, Cavanagh Group plc was acquired by Close Asset Management, part of the Close Brothers Group, a FTSE 250 listed company.
Please refer to the following letters for further information:
Some of the wealthiest people in the UK got there with the help of clever financial planning. We at Cavanagh believe that you don’t have to be a millionaire to take control of your current and future finances, and that everyone should have access to financial information. Wealth matters information.
Wealth Management is about taking steps to protect your current financial status and to secure your future. This is what we help our clients do.
With a highly experienced and knowledgeable wealth management team behind them, Cavanagh clients receive personalised, specialist advice in the following areas:
Our Wealth Management Team will give you some insight to how starting on a wealth management programme can enhance your financial status from here on in.
You can reach one of our experts for a free, initial discussion on the phone, at one of our offices nearest to you or even in the comfort of your own home.
Increasing the value of your employee benefits package is a key consideration for keeping your best people close to the heart of your business.
Attracting ~ and retaining ~ the best talent to help your business succeed mainly comes down to two factors:
Our corporate financial services can help your business offer a highly competitive package for both existing and prospective employees. Cavanagh also works to increase the value of your offering. We can help employees realise, understand, use and therefore appreciate the benefits you provide for them.
An initial conversation with one of our Corporate Financial Experts will quickly reveal how we can help you achieve a competitive edge.
Our principal services offer:
