Independent Financial Advice

Established in 1906, Cave & Sons is an independent company offering an extensive range of financial planning, advising, stockbroking and investment management services. As one of the oldest, few surviving stockbroking and independent financial advisors in the United Kingdom, we have accumulated a highly regarded reputation spanning several generations. Our service is recognised as serving our valued clients with an on-going service of support that is of paramount importance to us.

Financial Advisors

If you are looking for informed, impartial and perceptive independent financial advice regarding your financial affairs, we believe that you need look no further. Here at Cave & Sons, we provide clients in Northampton, Leicester and surrounding areas with a completely confidential service, professional advice, and continued support. Our team of financial advisors is incredibly experienced and qualified to handle your financial affairs. Our impartial team can provide you with clarity on topics that can easily become overwhelming.

Our independent financial advisors are truly independent and able to choose from the whole range of available products and services in order to assess those most suitable for your circumstances. With an extensive knowledge surrounding the financial sector, our team of financial advisors can suitably direct you towards the most appropriate area. This may include;

Life assurance cover
Pension arrangements (including SIPPs)
Inheritance tax trust structures
Investment bonds
Our financial advisors work hand-in-hand with our discretionary investment managers to provide an all-encompassing service, from the initial independent financial advice through to the ongoing management of your investments. Most importantly, we make sure that you remain fully informed regarding your financial affairs throughout.

Investments may fall as well as rise, you may not get back what you put in

Every piece of advice is given with only our clients best interest in mind.

We can discuss your requirements with you and guide you through the range of available options.

We offer advice on SIPPs, Pensions & Retirement Planning and Inheritance Tax Planning.

Contact us