Our financial planning and investment services are for those exploring broad objectives. You may be searching for clarity around your current position or keen to put steps in place to secure your long-term wealth.
We will discuss your investment options and how much better your future could be with the support of our long-term Cavendish Partnership Service.
You will enjoy the peace of mind that comes from knowing that you are assisted by advisers you can trust and will have confidence in your position for all seasons.
With your financial concerns addressed, and your loved ones’ interests safeguarded, you will have the freedom to achieve your own ambitions and to fulfil a life more enriching.
Our Investment Philosophy
The Cavendish investment approach is built on the concept of doing the simple things well, stripping back the complexity and cost of investing.
The foundation of our success is a disciplined investment approach based on proven academic research. Our investment philosophy is simple and effective – a robust strategic asset allocation, implemented using best-in-class funds and held for the long-term.
Simple – not easy
Investing can appear complex, but by starting with the evidence we can identify a simple set of rules that allow us to structure your assets to navigate through the years ahead and the variety of markets we will undoubtedly encounter together.
Stick to these rules, take a long-term view, and have the discipline and patience to see the plan through and you have every chance of being richly rewarded.
The value of investments can go down as well as up and you may get back less than the amount invested.
Our approach is founded on five guiding principles:
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Have faith in capitalism and confidence in the markets – Capitalism is not a perfect economic system, but it has delivered incredible developments to the benefit of mankind.
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Accept that risk and return go hand in hand – If embraced carefully, risk will help to deliver the long-term returns that investors seek.
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Let the markets do the heavy lifting – We do not attempt to time markets or selectively pick stocks.
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Think long-term – The longer you can hold for, the more likely the returns will mirror your initial expectations and meet your investment goals.
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Be disciplined – Stick to the principles above, construct well-crafted portfolios and do not become despondent about short-term market noise.
Take the first step.
Call us today on 020 7636 7006 or complete your details below.
