Cave & Sons

Specialties

Cave & Sons offer a range of investment management, financial advising and wealth management services, and provide a very bespoke and professional service. There are no call-​centres or automated answering of the calls. All clients are assigned to one highly experienced contact who is available for calls or meetings. The aim at Cave & Sons is to build long lasting relationships with clients, we are not part of any larger financial organisation, so we are free to ensure that we can choose the right solution for you. Whether your priority is wealth preservation or wealth accumulation, get in touch today to see how we can help you succeed.

History

Established in 1906.

Established in 1906, Cave & Sons are one of the UK’s oldest surviving independent investments firms in the UK. We are in business for the long-​run which means that we don’t make decisions simply for the sake of short-​term expediency. We prefer to build long-​term relationships with our clients and many families have been with us for several generations.