When selecting the most appropriate savings and investments schemes, it is important to consider not just the funds available but also your individual circumstances and requirements. This is why we have developed a robust investment process to ensure that our clients fully understand the concept of investment risk before they undertake any investment decisions.

Some of the main categories of savings and investments that we advise on are:-

• Cash
• National Savings
• Fixed Interest Securities
• Individual Savings Account (ISA)



• Collective Equity Investments/Unit Trusts
• Open Ended Investment Companies (OEIC’s)
• Investment Trusts
• Equity Investments (Shares)
• Pensions
• Tax Efficient Investing

Cavanagh Group is a trading name of Cavanagh Financial Management Limited which is authorised and regulated by The Financial Services Authority. The FSA does not regulate advice on deposit accounts and National Savings.