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Why it is important to seek out financial advice

It is thought that only around 10 to 15% of adults living in the UK have sought out professional financial advice. Yet, studies have shown that people who seek financial advice have, on average, in a better position ten years down the line than those who did not.  Of course, there will be many reasons […]

The Probate Process Explained

Probate is the judicial process whereby a will is proved” by a court of law and accepted as a valid public document, which leads to the distribution of a deceased person’s estate, and ensures that the conditions of their Will are met. During this process, the Executors of the Will distribute the deceased’s possessions, money, […]

What do you do with shares when somebody dies?

Losing a loved one is an incredibly difficult time. When mourning somebody close to you, it can be difficult to begin considering the complex process of administering a deceased’s estate, yet the task of doing so is vitally important. Cave & Sons can support you in this difficult time by helping you to navigate through […]

Cave’s Quarterly – Q2 2020

Please click the link below to view our quarterly update, which focuses on the economic and market developments over the last three months. CLICK HERE TO READ

Mortgage Cover

We are now living in unprecedented and difficult times. Covid19 has highlighted to us all the impact that elements out of our own control can have on our livelihoods and standard of living. During these periods, we believe it is important to reflect on, and review, your own financial circumstances to ensure that you have […]

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How We Are Maintaining Our High Level of Service

Almost every business and service has had to adapt over the last few months, and Cave & Sons has been no different. Yet, given the technological advances we’ve seen, as well as our colleagues and client’s ability to adapt, we have been able to maintain the high level of service our clients have come to […]

Cave & Sons Warmly Welcome Jo Mara to the Team

Jo has recently moved to Cave & Sons from another local firm and we could not be more thrilled to welcome her to the team.  Jo has spent 30 years working in the financial services industry, and can offer expert advice on all aspects of financial planning, including protection, pensions, investments and tax matters for […]

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The Advantages of Using a Wealth Manager

What is an A Wealth Manager? A wealth manager is a flexible financial support service that combines both financial planning and investment management advice. A wealth manager can help you achieve your financial goals and ensure that your money is working properly for you. They can help you manage an investment portfolio, or even take […]

Cave’s Quarterly – Q1 2020

To get up to speed with the recent economic and market developments, please take a read of the first Cave’s Quarterly round-up of 2020. CLICK HERE TO READ

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Coronavirus Financial Aid: What the Government Has Promised So Far

With the ongoing Coronavirus pandemic currently gripping the world’s attention, we are living in truly unprecedented times. Individuals are rightly concerned, not only about the health of themselves and their loved ones, but about the economic impacts that the virus will have. In wake of this crisis, the government has outlined several measures to support […]