"Nigel Goodman 'inherited' me from a previous financial adviser, some twelve years ago. At that time, when I first saw him, I informed him that I would not have funds to invest for several years. Nigel took the long view. He continued to see me at regular intervals, and ensured that I (and my family) had advice about mortgages and savings. When funds became available to me some three years ago, I placed these under the management of Cavendish Brooke, and the results have been very good. I particularly appreciate the wide ranging nature of discussions with Nigel, as he offers openly his views about the nature of the markets and the way in which investment bonds may be affected in future years. My children also are clients of his, and they also benefit from his advice and experience."
Mr K, Librarian (retired), St Albans
“I've worked with Peter since my husband died in 2015. He was a great help with the aftermath of dealing with all the inheritance and generally getting my finances sorted out. He provides a highly professional but personal service and goes the extra mile (or two) to make sure everything is in place. I have found inheriting a large sum in difficult circumstances a huge source of responsibility and stress and Peter has done a great deal to help me find a way to invest that secures both my own my family's future, which is a great relief. I also very much appreciate that I can be as much or as little in the driving seat as I feel at the time. Knowing things will be looked after if I have other things to prioritize but that I am generally informed and in control suits me.”
Ms A, Psychotherapist, London
“As an absolute novice to the world of finance and investments I was very nervous about the whole thing. Cindy was very good at making me feel at ease, explained everything very well and answered every question. Cindy has an expert knowledge and made the whole process understandable and simplified without ever patronising. The Openwork platform which I was guided towards is a joy to work with. It's a completely transparent and easy system to navigate and comprehend, making choices and selections simply by seeing a full picture of all costs involved in one place. I can highly recommend using Cindy at Cavendish Brooke to offer financial advice and have no reservations regarding confidentiality and extreme professional practices.”
DC, Executive Assistant, London
Knowing things will be looked after if I have other things to prioritize but that I am generally informed and in control suits me.
“Cindy Griffith has been my financial advisor for a period of more than twenty years and I am grateful that I entrusted my financial planning to her during this time. I highly recommend Cindy and the Cavendish Brooke team to all of my friends and colleagues.”
Dr JHW, Opera Singer, Wales
“Paul Gray has been a trusted advisor to us for over 10 years. Not only has he been a pleasure to deal with, we greatly value his up to date knowledge, practical application and awareness of our needs. Paul also acts with upmost integrity and impartiality and has helped steer us through some less than straightforward financing requirements.”
Mr & Mrs Baillie, London
“Cindy Griffith has patiently and expertly grown with me over the years; listening to my objectives and planning accordingly. She gives attention and detail to everything that she does and has served me well, thereby ensuring my family's secure future.”
M.C, CEO, London
I have no hesitation in recommending Cavendish Brooke to friends and family for all forms of financial advice.
"I have been blessed to benefit from advice from Cindy Griffith for over twenty years. Only a handful of institutions make their product offerings clear whereas Cindy can spot the less attractive schemes and tailor her advice to my preferred risk factors. Whilst I do scan the financial press from time to time, I always rely on Cindy to apply common sense and market reality to what is reported, especially with current low interest rates. It is important to me to have established a bond of trust, and indeed friendship, with the person who advises me on pensions, mortgages and investments and Cindy has never failed me. I have recommended her to several friends and colleagues all of whom speak in glowing terms of her engagement and breadth of knowledge."
Mr B, Retired Senior Civil Servant, Sussex
“I have worked with Cavendish Brooke for the last 15 years and they have always provided me with clear financial advice indicating risk levels of investments as well as ensuring I'm taking advantage of all the tax optimising measures I should. The team have been proactive around adjusting my portfolio when performance has not met expectations and has helped me develop what I think is a well balanced portfolio of investment and pension income options. I have recommended their services to a number of friends which is a clear indication of the trust I have in their approach and advice.”
Mr T, Vice President, EMEA, Buckinghamshire
“I have been assisted with personal financial matters, including mortgage arrangements and pension provision, over a number of years firstly by Simon Jamieson and more recently by Cindy Griffith at Cavendish Brooke. I have found their willingness to explain complex financial systems, set out options suited to my needs and provide advice based on logical assessment, invaluable. Having had an extremely busy working life first in the private and later in the public sector, I have never had the time to research the detail and changes to financial and pension planning sufficiently. It has been very comforting to know that Cavendish Brooke has always been there to provide good professional advice tailored to my personal requirements.”
Ms JK, Retiring Civil Servant, Somerset
I have recommended their services to a number of friends which is a clear indication of the trust I have in their approach and advice.
“I was recommended to Cavendish Brooke by my father who had used them for a number of years. Being an HR Director in financial services, I would say that I am reasonably well versed in pensions and other investment products but, as we all know, putting it into practice for oneself is a different matter. Cindy has been excellent at outlining the investment options with the pros and cons, never putting pressure on but ensuring that, as her client, you understand, at all times, what decision youre making and what the ultimate objective is. It has been a refreshing experience and in a short time, I have total trust and confidence and feel that I am in control of my future.”
Mrs P, HR, London
“Peter has been my financial adviser for five years, and I've been very pleased with his advice and service. I like the fact he can come to my home for our meetings, and have always found that he will prompt me when there are issues that require my attention, without the need for me to closely monitor my investments. He talks about the wider picture, and advises me based on an understanding of my whole family, and what might happen in the future. Peter has worked hard to earn my trust, and I have been happy to recommend him to my friends.”
Mrs C, Retired, Kent
“I couldn't speak more highly of my experience with Cavendish Brooke, and Paul Gray in particular. Paul's advice is honest and genuinely tailored to my financial needs and risk appetite and I have never felt pressure to make decisions or buy particular services. Paul is incredibly professional and his preparation, attention and follow up to our meetings give me confidence and comfort knowing he has my best interests at heart and is working hard to make my money work for me. I would highly recommend him and Cavendish Brooke services.”
Ms D, General Medical Council London
I have been a Cavendish Brooke client for several years now and have enjoyed their service beyond my expectations.
“I have been a Cavendish Brooke client for several years now and have enjoyed their service beyond my expectations. I have received excellent information and advice from Cindy Griffith and would recommend her and Cavendish Brooke to any in similar circumstances to myself. I have found them to be professional, courteous and well informed and intend to continue with Cavendish Brooke for the foreseeable future.”
Mr P, Managing Director, Herts
“Cavendish Brooke were recommended to me a couple of years ago. I have been very impressed by their expertise and professionalism but above all their friendliness and customer focus. They 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
“I was first introduced to Cindy Griffith and the team 8 years ago when purchasing my first property. They provided first class service and I have been using them ever since for everything from mortgages to financial planning and pensions. Cindy is always responsive and matters are consistently dealt with swiftly and professionally.”
Mr T, Accountant, London
I have been very impressed by their expertise and professionalism but above all their friendliness and customer focus.
“I would certainly recommend Cavendish Brooke. CB is a firm that genuinely 'goes the extra mile'. Having sought their services for corporate (pension) and personal services (including insurance and wills), I have always found them to be professional, knowledgeable and to offer a truly personal service, which is extremely rare in the 'Internet age'. I have always found Cindy to be proactive, attentive and extremely professional.”
Mr M, Property Development & Investment, London
“Paul Gray has advised me on several mortgages over the years involving the purchase of three properties as well as re-mortgaging those properties. Paul has provided me with a top notch service, securing competitive mortgage rates for a very reasonable fee. He is proactive as well as reactive, keeping in touch as rates change or the market moves in a particular direction. I've used Paul's services for nearly a decade now and would strongly recommend him.”
Ms N, Partner at London Law Firm
“In my role as Managing Director I have received invaluable corporate financial advice on products from Mark Curry at Cavendish Brooke. Foremost amongst the products being the provision of Group Personal Pensions and Death in Service benefit for our employees. I have always been impressed by the level of service provided in terms of market knowledge, and a commitment to client management with a view to sustaining a long-term partnership. I have no hesitation in recommending Cavendish Brooke.”
Mr S , Managing Director, Aberdeen
It has been very comforting to know that Cavendish Brooke has always been there to provide good professional advice tailored to my personal requirements.
“Working with Cavendish Brooke is always just what I seek and not just predicated upon what they want to provide. Cindy offers the perfect balance of consummate professional working with me in a personal way, taking good measure of the facts, my circumstances and views. Whether discussing my financial dreams or concerns, she and the equally efficient team at CB have worked so well for me and the many other demanding clients I have recommended to them over many years.”
Mrs M, Investment Management, London
“I have used Paul at Cavendish Brooke for my last 4 or 5 mortgage arrangements. He is always extremely responsive and quick to search the market for the best deal, and willing to advise around various options. Once a mortgage is selected, he hand holds the process throughout to make sure it is coordinated between provider and solicitors. My last house purchase became extremely protracted and up against the offer deadline, and Paul worked with the Provider to ensure I got the maximum time to close the purchase and avoid losing my fees and starting over.”
Mr A, Banker in London
“Peter has been advising us on our investments for the last four years. He has been open, honest and very professional in his dealings and has always been happy to respond promptly in person, by e-mail or phone to any queries we may have had. Investments carry a risk but Peter always made a point of ensuring that these were clearly explained and that we were comfortable with whatever investment decisions were made. We have recommended him to close friends of ours which has to be the best indication of how much we trust his abilities and judgement.”
Mr & Mrs N, Retired, London
The Openwork platform which I was guided towards is a joy to work with.
"We have used Cavendish Brooke for financial advice for many years. We consider them to be extremely professional in their way of operating and happy with the financial knowledge and personalised service offered. In recent years we transferred to Cindy as our advisor due to our advisor of 20 plus years leaving the industry, so a very hard act to follow. Cindy is exceptionally thorough in her approach, patient and diligent in answering however many questions you might have and in no way a pushy sales person. It is a real pleasure to have Cindy has our advisor, we know our investments are in safe hands and with someone who understands the industry and takes the time and effort to understand us as individuals so that she can provide the best advice possible. We look forward to your continued help and guidance as we plan for the years ahead."
Mrs M, Management Consultant, Bucks
“I was introduced to Mark Curry of Cavendish Brooke as our business pension provider. In an open competition they became the provider of all of our financially-related benefits. However, what sets Cavendish Brooke apart is that, even in a corporate account setting, they treat each person as an individual, taking the time to understand your personal situation and needs, educating where appropriate and gaining trust as an objective financial advisor. Mark is able to bring the research, knowledge and relationships of the Cavendish Brooke team as well as the Openwork financial advice network whilst delivering individually tailored solutions. Mark works hard for your trust and your money and so far I am very pleased with the approach and most importantly the results.”
Mr B, Managing Director, Oilfield Services Business, Surrey
“Until October 2013 I had managed our own financial affairs with a mixture of Property investing, some ISA's, and shares together with a SIPP pension plan. The property portfolio was the largest part of our investments and were to be sold off to provide capital and income for our retirement. I was not totally aware of the investment possibilities available to me so I made contact with Cavendish Brooke through a previous Openwork advisor. I met with Nigel Goodman to discuss our financial position and to understand Cavendish Brooke's possible recommendations. As we were both retired we needed to simplify our investments and spread our risks accordingly. Nigel understood our requirements and recommended an Investment Bond spread over several funds to provide for growth and monthly income with the SIPP being transferred to a Prudential annuity for further monthly income. We took this advice and proceeded accordingly and have been pleased with the investment. We have since added annual ISA's and taken financial advice on Wills and Estate Planning. Overall we are pleased with Nigel and his teams efforts and advice, enjoy our twice yearly portfolio review meetings to discuss current and future positioning. I have no hesitation in recommending Cavendish Brooke to friends and family for all forms of financial advice.”
Mr & Mrs M, Retired, Kent
It is important to me to have established a bond of trust, and indeed friendship, with the person who advises me on pensions, mortgages and investments and Cindy has never failed me.