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Cavanagh Group

Overview:

Cavanagh are a leading firm of Independent Financial Advisers for individuals and businesses with offices across the UK.

The core of our philosophy and ethos has been on developing long term relationships with our clients by providing professional, impartial advice and investment management services to both private clients and businesses. We ensure that all of our consultants are highly skilled and up to date with market opportunities, legislation changes and developments to provide financial planning solutions that are advice led, not product driven, therefore giving our clients a service tailored to suit them.

As our company has grown, we have been conscious of evolving and developing our business model to support our high standards. This has included significant investment in our back office infrastructure and systems, and the development of a robust, scaleable technical and administration team of experienced individuals to support our business development goals.

History:

Cavanagh formed as a partnership in 1996 to set a new benchmark in providing independent financial planning solutions to the legal sector
AIM flotation in October 2001
Acquired Ernst & Young Financial Management Ltd (EYFM) from Ernst & Young LLP in December 2003. (EYFM established 1986 had been the financial service division of Ernst & Young LLP)
We have offices nationwide
CPRM Ltd (specialist Actuarial Consultancy Practice) established September 2004
Acquired JRG Financial Consultancy Ltd (JRG) in November 2007

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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