Private Clients
Financial Management – Private
Our private clients are very important to us. We understand that you would like to ensure the financial security of your families, that you do not want to have money worries in retirement and that you would like both your income and your capital to work hard for you.
We also understand that you do not always have enough time to deal with your financial arrangements so we pride ourselves on making everything as straightforward and effortless for you as possible. By ensuring that we have a clear and thorough understanding of both your current situation and also your financial goals and ambitions, we are able to provide you with sufficient information, advice and recommendations to enable you to make qualified and relevant decisions for your future.
Cavendish Brooke believes in building long-term relationships with our clients, we are here for you through the good times and the bad. We always have your best interests at heart and take the time to understand your personal situation so that we can create a tailored solution especially for you.
Protection
The basis of sound financial planning is ensuring that you have in place the necessary assurances to take care of any eventuality, whether it is a long-term illness or serious injury, a critical illness, or the premature death of either yourself or a loved one.
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Retirement Planning
You are never too young to start providing for the time when you finally give up day-to-day work. Pension legislation can be both confusing and complicated and we will endeavour to make this very important subject both understandable and relevant to your situation. Our advice is tailored to meet your individual circumstances and taking into account your budget as well as identifying the actual amounts you would need to invest, in order to achieve your preferred pension income levels.
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Savings and Investments
Whether you have a substantial capital sum, a regular premium to invest or just want to save a small amount for a rainy day, we at Cavendish Brooke have a range of solutions to satisfy every need.
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Inheritance & Estate Planning
Inheritance tax is frequently described as a 'voluntary tax' as with careful planning and attention to detail, it is often avoidable.
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Wills
Dying intestate, i.e. without a Will, can cause tremendous complications for your family. This is particularly relevant where you have young children as without the nomination of a legal guardian within your Will, they could be made wards of court.
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Mortgage
Buying a property is one of the largest financial commitments that most people will ever make and it is important that you make the right decision and receive suitable advice and support.
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General Insurance
An integral part of modern life is the need for insurance in our homes, for our possessions, when we travel and so on. As we are all so busy, many of us renew existing policies without checking to see if we can get better deals in the market.
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