Cave & Sons - What we do
At Cave & Sons we are well placed to look after all of your financial affairs from your investments to your pension to life insurance.
Some clients choose to use us for just one or two aspects of their finances, buying and selling shares for example. Others prefer our comprehensive wealth management service which utilises our various experts to cover all aspects of their affairs in one place. For further information please browse this website or contact one of our friendly advisors.
What Can we Help you With:
Investments:
- Stocks and shares
- Collective Funds – Unit Trusts/OEICS, Investment Trusts
- Exchange Traded Funds (ETF’s)
- Corporate Bonds
- Government Gilts & Treasury Bonds
- Traded Options
- Contracts for Difference (CFDs)
- Structured Products
- Warrants
Retirement Planning:
- Pensions
- SIPPS
- SSAS
- Pension Transfers
Life Assurance / Insurance
Lifestyle Planning
Inheritance Tax Planning
School Fees Planning
Tax Planning
If you are looking for help with an aspect of your financial affairs that is not listed above it is likely that we can probably still help or we can put you in contact with someone who can, so please give us a call.