Overview

Cavanagh clients benefit from truly independent financial advice and exceptional, individual relationships. Cavanagh clients know that we take their best interests to the very heart of our business.

Cavanagh, a firm of Wealth Managers working for private individuals and businesses, was established as a partnership in 1996 and floated (AIM) in October 2001. In December 2003 it acquired Ernst & Young Financial Management Ltd (EYFM) from Ernst & Young LLP. The specialist Actuarial Consultancy Practice, CPRM Ltd. was established September 2004 and in November 2007 the company acquired JRG Financial Consultancy Ltd (JRG).

Our Services

Private Wealth Management

Corporate Clients

Wealth Management Group Pensions - advice, design & implementation
Tax Planning Group Risk
Savings & Investments Flexible Benefits
Protection Specialist Corporate Services
Pensions Wealth Management
Mortgages  
Inheritance Tax Planning  
For more information about these services you are invited to visit our Private Wealth Management page For more information about these services you are invited to visit our Corporate Clients page

More Information

If you would like to learn more about how Cavanagh could help you achieve your financial objectives we will be delighted to provide information for your perusal. Simply complete the contact form so that we may do this for you.

Read some of our Client Testimonials.

Meet some of the Cavanagh People.

View & Download our Investor Relations and Annual Report documents.

Locations

Cavanagh has offices throughout the UK located in Cardiff, Edinburgh, Glasgow, Newcastle, Leeds, London and West Sussex. You can find out which is your closest Cavanagh office to arrange an initial discussion with one of our consultants in your region. You can do this by calling 0844 264 0348 or emailing us at financialadvice@cavanagh.co.uk

Careers

A career with Cavanagh is a very rewarding experience. If you are a talented financial adviser, and can convince us that you take pride in exceptional client service, we want to talk to you. In return, you will enjoy working with one of the best financial and wealth management companies in the UK just get in touch.

Award Winning

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Cavanagh has achieved numerous accolades and prestigious awards including:

  • Bankhall Member of the Decade 2003
  • ACQ Magazine Country Award
  • 2008 Financial Adviser of the Year
  • 2009 Financial Adviser of the Year
  • 2009 Client focused Adviser of the Year
  • Winner of the Bankhall Pension Adviser of the Year 2004 Award
  • Runner up in the Money Marketing IFA of the Year Awards March 2004
  • Runner up in the Money Marketing Pension Adviser of the Year Awards March 2005
  • Bankhall member of the Year 2010
  • Professional Adviser firm for Large Firms Winner 2011