Testimonials

As a person well versed in investing for a large institutional pension fund, but with hardly any idea of the nitty-gritty and nuances of annuities, I was highly appreciative of the experience and expert knowledge that you provided. I liked you being in charge of that process and also your input as to the quality of pension providers, their rates and requirements. The most important thing was your knowledge of the market and how it worked. The execution was also very efficient, considering the distance (Switzerland) and the turbulence in the financial markets. I also appreciated having you as my base in the UK, I doubt I could have managed it without your help in advising, liasing and tying up loose ends. I look forward to working with you again.

Financial planning is one of those things that we all say we will get round to when we have time or we think that we know best and that paying for advice is something that we would rather not do. But planning for a comfortable retirement is one of the key things that needs to be done and you need good advice for it as it is a long term decision not short tactical ones. This is where you need a solid strong character that you can rely on to be around for the longer term. I have now been working with Nigel Goodman and his team at Cavendish Brooke for over 15 years. In the beginning I had no idea what my financial needs in the longer term would be or that I needed help as retirement was a long way off. A colleague recommended Nigel to me and in our first meeting Nigel immediately challenged me as to what my goals were and how I would meet them. This shock tactic paid off in my mind as it made me realise that I did need to plan my future and that I needed help. I look back at those early days and my own tiny steps at playing the stock market and failing due to not having the time to manage my portfolio actively and am extremely glad that I met Nigel and trusted my activities and future financial security into his skilled hands.

Nigel's advice, guidance and support over the past years has been invaluable in helping me and my family reach a far more comfortable financial position than we ever could have done on our own. He has helped with pension planning, cash management, mortgages for several complex property transactions and has been proactive in helping me maximise my tax efficient investment and savings. I have been impressed with the way that he manages his own business and has grown it organically. I have also recommended Nigel and his team to a number of my family, friends and colleagues which is something that I would not do if I did not firmly believe that they would gain value from talking to him. In every case those that speak to him have been impressed with him and his approach and the value and options that he can bring them. I therefore have no difficulty in recommending Cavendish Brooke to anyone that needs long term financial planning advice and guidance.

Cavendish Brooke Financial Management have been advising me on various financial issues over the past 10 years. Cindy Griffith is totally dedicated to providing the very best service and advice in all aspects of the financial industry. Her advice and range of services has always been nothing less than thoroughly well judged, unbiased, forward thinking and affordable. I have and will continue to have absolutely no hesitation in recommending the services of this excellent company.

Making provision for retirement and old age has to be one of the most important things you do. Making the most of the money that you put aside is the key and the best decision ever made was to entrust my affairs to Cavendish Brooke.

I know my own business but I needed help and advice when it came to investments and pensions. Even if I did have some knowledge I would not have had the time to devote to it. I was too busy earning the money.

In the years leading up to retirement great care was taken to ensure that what was proposed was what I needed and if circumstances changed those changes were taken into consideration. It was very comforting having Cavendish Brooke's knowledge and experience working for me.

I have recommended Cavendish Brooke to others and will continue to do so. Their friendship and support was beyond value.

Cavendish Brooke has been an excellent partner over the years. I am always completely confident that their recommendations are well researched and provide me with the best options. Good financial advice only works with good administrative support and follow up, and in this area they excel.

For either routine financial advice, or something more innovative and creative, I would have no hesitation in recommending Cavendish Brooke.