Cave & Sons is an independent company offering a wide range of investment management stockbroking, financial planning and wealth management services, enabling us to look after all of our clients’ investment needs.
“Established in 1906, we are one of the oldest surviving firms of independent stockbrokers and investment managers in the UK”
With a long established track record of managing investments for clients and providing a high quality on-going service and regular review meetings, as well as a range of services encompassing advice on inheritance tax, pension planning, general financial advice and sharedealing, Cave’s have a service to suit.
Established in 1906, we are one of the oldest surviving firms of independent stockbrokers and investment managers in the UK, experience which enables us to help our clients to make the right investment decisions and giving them peace of mind today, tomorrow and for the future.
“The cornerstone of our professional service is the personal touch.”
Our independence is of great importance to us. It means that there are no external influences being brought to bear and therefore, every piece of advice is given with only our clients best interest in mind.
The cornerstone of our professional service is the personal touch. We don’t believe in faceless call-centres or automated telephone answering. Our clients are allocated a highly qualified personal contact who will be available at the end of the phone, or in person, at one of our offices or in their home.
Our professional service is focussed on providing a high quality service at a competitive and fair price, giving our clients the best of both worlds.
We believe this is why we have been able to celebrate over a century of success.
Authorised and Regulated by the Financial Conduct Authority.
Member of the London Stock Exchange and The Wealth Management Association (WMA). No. 143715
Reg Office: Lockgates House, Rushmills, Northampton, NN4 7YB Reg in England No. 1916615 - VAT Reg No. 443759132
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