Simon Bruce is a co-founder of Cavendish Medical and has been providing retirement advice to senior hospital consultants for over ten years. He is highly skilled at providing solutions to clients’ complex retirement issues including the management of pensions and investments.
Patrick joined Cavendish Medical at its inception in 2005 after studying financial economics at Kingston University. He is an expert at solving challenging pension issues for clients and understanding ever-changing government legislation.
Tony leads our compliance team having worked in the full range of financial services from discretionary investment management and stockbroking to financial planning. As such, his experience and skill set are unrivalled within our profession.
Tony ensures our advisers are charged with achieving the highest standards of accuracy in their work and strive to go ‘above and beyond’ the general guidelines prescribed by our regulators. He believes that much like the medical profession, lifelong learning, efficient processes and stringent controls are key to providing an effective service to our clients.
Jamie has worked in financial services for over 15 years across corporate pensions, financial planning and wealth management. He is a Chartered Financial Planner, a Chartered Manager of the CMI and also holds an Executive MBA from the Cranfield School of Management
Jamie is responsible for driving and improving our processes while raising the bar on quality and skills at every level in our organisation. He manages our continuous programme of development across our facilities, our technology and our talented team.
Leanne has worked in financial services for over 12 years and has reached Fellowship of the PFS (Personal Finance Society). This is the highest qualification awarded by the CII (Chartered Insurance Institute) – the professional body of the insurance and financial planning profession.
Leanne joined Cavendish in 2018 and now manages our financial adviser support team. She oversees our systems and processes to ensure efficient workflow and ultimately, audits the work produced to ensure we maintain the very highest standards.
Hugh joined Cavendish in 2009 having worked previously as a private banker for UBS and specialising in investment advice for AWD Chase de Vere. He has many years’ experience advising high-net-worth clients on all areas of their finances, and has made several appearances on television as a financial planning commentator.
Guy joined Cavendish in its first year of trading. He has an excellent understanding of the complexities and intricacies of the NHS pension scheme as well as extensive experience in providing retirement planning solutions to senior medical consultants and their families.
Elliot has worked at Cavendish for over eight years. He sits on our Investment Committee, helping to establish a sound framework for the firm’s investment policy. Elliot is adept at solving complex NHS issues for our clients while planning strategies to meet their financial objectives.
Rob has worked in financial services for over 20 years and is a chartered financial planner and member of our professional body. He joined Cavendish in 2009 and has extensive experience in helping clients to find the most effective solutions to their financial concerns. He brings a wealth of knowledge to the team and particularly enjoys meeting clients and discussing their options with them.
Samuel has worked in financial services for over ten years and it is this experience which he believes allows him to anticipate some of the challenges clients face in achieving their goals. He finds the relationship created between adviser and client particularly rewarding and enjoys making a difference to their lives.
Samuel is solutions-driven. He strives to solve complex problems and to present clear explanations of the best route forward. Samuel is friendly, welcoming and a popular member of our team.
George is a Chartered Financial Planner, holds the Advanced Diploma in Financial Planning with the Chartered Insurance Institute (CII) and is an Associate Member of the Personal Finance Society., He is extremely passionate about his work and enjoys building long-lasting relationships with clients to help them achieve their objectives.
Kacie joined Cavendish having been impressed with our holistic approach to solving clients’ financial concerns. She believes that we deliver expert, medical-focussed advice while still offering the full gamut of financial planning services.
Kacie enjoys that our planning meetings with clients are in-depth and that we take the time to truly get to know people. We find out the wider picture because we know that life is always about more than money. We listen, we build trust and remove as much worry as possible from clients so that we can get to what is really important to them.
Kacie is especially interested in behavioural finance and investment coaching, looking to guide her clients to make rational financial decisions that lead to successful outcomes.
Jemma studied mathematics at Loughborough before starting her career in financial planning. As a qualified financial planner, she has a well-established understanding of the requirements of our adviser team and the wishes of our clients.
Jemma loves the varied workload of her role and the opportunities to keep learning and furthering her experience in the profession.
Farhan not only assists our adviser team with the delivery and implementation of financial advice but he also sits on the Cavendish Investment Committee. This important work guides the investment principles and practices that offer our clients a robust, assured and ultimately successful investment experience.
He particularly enjoys undertaking technical pension and financial projections that help clients to make well-informed decisions about their future.
Sanjay has over 30 years of experience in financial advice, accountancy and wealth management. He spent many years as an adviser before moving into a new role at Cavendish, leading our work with professional partners and external stakeholders within the medical community.
He has extensive academic interests in financial services marketing which he developed during his MBA and MSt studies at the University of Leicester and Cambridge University respectively. He also achieved a scholarship at Warwick University to research financial services marketing. Sanjay strives to translate this exceptional theoretical knowledge into mentoring advisers on servicing the needs of their clients.
Amber has ten years’ experience in the financial services profession and has already achieved chartered status in financial planning.
Organised and methodical, she is able to oversee the full client journey from initial meetings to achieving a positive outcome. Amber enjoys understanding clients’ needs, researching effective planning strategies and implementing best-in-practice recommendations.
She likes being part of a proactive and fun office and also sits on our social committee.
Steve has been providing exceptional support to our adviser team for over ten years, working closely with financial planner Hugh Davies. He has achieved Chartered status in financial planning and is involved with all elements of client work, with a particular interest in resolving doctors’ pension tax queries.
Steve specialises in conducting exhaustive technical pension research and calculating future pension projections with a keen eye for detail.
Laura supports our financial planning team, working closely with director Patrick Convey. She is highly skilled in her work, having already achieved Fellowship status of the PFS (Personal Finance Society).
Laura is responsible for producing comprehensive reports, conducting technical analysis and ensuring clients’ financial plans are reviewed and assessed for continued suitability. Friendly and approachable, she enjoys seeing clients benefit from our efforts.
Alexandra is a Fellow of the Personal Finance Society and a Chartered Financial Planner. She has worked in the financial services industry for over 12 years with 9 years’ experience in financial planning and advice. Proficient in long-term cash flow modelling and analysis, Alexandra also has a keen interest in estate planning and inheritance tax mitigation.
Tokelo is likely to be your first point of contact if coming to visit Cavendish. She is welcoming and friendly while ensuring our offices, our meeting rooms and our facilities are all running smoothly.
Tokelo holds a degree in modern history so brings her analytical skills and her capacity for problem solving to her role. She has a dynamic, professional attitude making her popular with colleagues and clients alike.
