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Principal Staff |
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Andrew
Cockerill
Chief Executive |
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Andrew joined Caves in 1987 as a trainee broker and worked
through a variety of roles in the front and back office
before being appointed to the board in 1992. He became
the firms Chief Executive and Chairman in 2003. As well
as heading the Board of Directors, Andrew also holds the
role of Chief Investment Officer where he leads the Investment
Committee which oversees the formation of Cave's 'house-view'
and overall investment strategy. Andrew manages funds
on a discretionary and advisory managed basis for private
clients, Trusts and Charities. |
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Simon
Harvey
Director |
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Simon joined Caves in 1996 as a qualified stockbroker
and was appointed to the Board of Directors in 2003. Simon
manages funds on a discretionary and advisory managed
basis for private clients, Trusts and Charities as well
as providing general advice to clients. Simon is also
a member of the firms Investment Committee, where he contributes
to the firms 'house view' and overall investment strategy.
Simon holds the Investment Management Certificate. |
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Mark
Leach
Director |
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Mark joined Caves in 2000, after running his own company,
and was appointed to the Board of Directors in 2003. He
provides advice on pensions, retirement planning and inheritance
tax planning as well as providing all-round investment
advice and running advisory managed portfolios. Mark is
also a member of the firms Investment Committee, where
he contributes to the firms 'house view' and overall investment
strategy. Mark holds the Financial Planning Certificate. |
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Mike
Hamborg
Director |
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Mike started his career in the accountancy profession,
specialising in Audit work and was, in fact, Caves' auditor
for many years. He joined Caves in 1987, and was appointed
to the Board of Directors in 1991. As a senior member
of the Board, Mike holds the roles of Finance Director
and Head of Compliance and is responsible for liaison
with regulators and other outside stakeholders. Mike is
an Associate of the Institute of Financial Accountants. |
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Adrian
Bucknall DipPFS
Associate |
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Adrian joined Caves in 2000, moving from a local rival,
and has over 25 years experience in the industry. Adrian
is the firms 'pension expert' and also provides advice
on retirement planning and inheritance tax planning as
well as providing all-round investment advice and managing
portfolios. Adrian is a member of the Personal Finance
Society and is currently working towards gaining Associateship
status. |
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Ian
Burrows BSc (Hons) MSI MCMI
Associate |
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Ian joined Caves in 2001 after graduating from University.
Ian manages funds on a discretionary and advisory managed
basis for private clients and Trusts as well as providing
general advice to clients. Ian is also a member of the
firms Investment Committee, where he contributes to the
firms 'house view' and overall investment strategy. Ian
holds the Securities and Investment Institute Diploma. |
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Peter
Brydon
Associate |
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Peter joined Caves in 2002, moving from a national financial
services company, and has 19 years experience in the industry.
Peter provides advice on pensions, retirement planning
and inheritance tax planning as well as providing all-round
investment advice and managing portfolios. Peter holds
the Advanced Financial Planning Certificate in Pensions. |
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