Saving excess income on a regular basis and investing lump sums as they are available are both very important aspects of creating security throughout one’s lifetime.

The wide range of options available and the hundreds of investment funds within these can create enormous confusion. We ensure that we understand your risk tolerance and we guide you towards creating an investment portfolio that suits you as an individual and meets your objectives during the short, medium and long term.

[Cavendish Brooke] conducted a full analysis of my current portfolio and provided sound advice which I was happy to accept. I am confident my investments will prosper under their guiding influence.
— Mr B, Retired Senior Civil Servant, Surrey

The value of your investments and any income from them may go down as well as up and you may not get back the amount originally invested.