SPECIALIST PORTFOLIO MANAGMENT
DELIVERING EXCELLENCE

We strive to be the benchmark of excellence in our profession.
Cavendish systems and strategies are externally reviewed to
ensure they remain first-class. Our Investment Committee
evaluates portfolio activity and performance together with
relevant economic developments to set a house view. Their
efforts serve to ensure your complete financial confidence.

SPECIALIST PORTFOLIO MANAGMENT
ACHIEVE FINANCIAL FREEDOM

Most doctors want to be assured that after a lifetime of working in a high-octane environment, their financial reward is sound and ready when they need it. Your monetary concerns should be flawlessly organised so they require little further thought on your part. You want to be set for life and certainly, for life when work is no longer the primary focus.

SPECIALIST PORTFOLIO MANAGMENT
JOINED UP THINKING

There is a tendency to consider investments separately from your financial future. What are investment returns for if not to help protect your current lifestyle for the rest of your life, or to achieve your dreams post medicine?

Retaining multiple investment managers in the hope of diversification / risk reduction or sticking with an adviser who doesn’t consider your NHS pension can create confusion, increase risk and become a drag on your financial plan. Your adviser should also be talking to your accountant so that no area of your finances is left in the dark.

To arrange a confidential consultation, call us
on 020 7636 7006 or complete your details below.