A picture of the Cave's Quarterly Q1 Document

Cave’s Quarterly – Q1 2018 Round-Up

To get up to speed with the economic and market developments of the last three months, please take a read of the first Cave’s Quarterly round-up of 2018. CLICK HERE TO READ

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Investment Management Benefits: Discretionary Portfolio Management

Discretionary portfolio management is a service designed for investors that prefer to outsource the day-to-day management of their investments to professionals. Investment management strategies can vary widely from person to person due to individual requirements; this is where a discretionary portfolio management service can prove beneficial. Benefits of Discretionary Portfolio Management A strategy tailored to […]

A picture of a calendar with a dark in April 5th, the end of the tax year

Preparing for the End of the Tax Year

With the end of the tax year fast approaching, now is the time to review your financial arrangements and, where possible, utilise the allowances and exemptions that are available. Income Tax The transferrable personal allowance allows couples (married or civil) where one is not fully utilising their personal allowance (currently £11,500) to transfer up to […]

A picture of Ed Caswell from Cave & Sons presenting the £1,000 cheque to Northamptonshire charity, The Lowdown

Cave & Sons Donate £1,000 to Northamptonshire Young People Charity, the Lowdown

We’re delighted to announce that our Investment Manager, Ed Caswell, recently presented local Northamptonshire charity, The Lowdown, with a donation of £1,000 from the Cave & Sons Fund; the fund is facilitated and managed by the Northamptonshire Community Foundation. We’ve always felt that it’s extremely important to give back to our local community and we’re […]

2018 year of the dog symbol

2018 the ‘Year of the Dog’? Hopefully Not for Markets

In 2017 financial markets were synonymous with low levels of volatility, ostensibly ‘stretched’ valuations and new all-time highs being recorded, as global economic growth potential was underestimated by the consensus. In the UK, sterling strength and runaway inflation served to cap some of the upside, as the FTSE All-Share added 9%. While, in comparison, both […]

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Cave’s Quarterly – Q4 2017 Round-Up

To get up to speed with the economic and market developments of the last three months, please take a read of the latest edition of our quarterly update – Cave’s Quarterly. CLICK HERE TO READ

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Interest rate rise won’t end worry for savers

Interest rates have, at last, moved above their multi-year low, providing a little relief to savers, although with many saving institutions opting not to pass on the full 0.25% increase in the base rate, the benefit for many will be marginal. Combine this with a rate of inflation that is currently running well above interest […]

A picture of the Cave & Sons team presenting to the Northampton Town FC First Team

Cave & Sons Introduction to Northampton Town Football Club

Many professional sports people fall on hard times after their playing days are over. Often, the root cause of this is poor investment decisions or bad financial advice. We believe it is essential that all players have access to appropriate, trusted advice from a qualified provider at the earliest possible opportunity. With investment planning, we […]

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What Goes Up, Must Come Down…

As we move into the final quarter of 2017 geopolitical tensions dominate news-flow. The world was just about getting accustomed to US presidential policy being communicated by social media but now we also have the prospect of a recently-weakened UK government entering divorce negotiations with the EU, North Korea ‘flexing its muscles’, Qatar being ‘cold-shouldered’ […]

image of Old Watches

Cave’s Quarterly – Q3 2017 Round-Up

To get up to speed with the economic and market developments of the last three months, please take a read of the latest edition of our quarterly update – Cave’s Quarterly. CLICK HERE TO READ