Financial Planning
In addition to the comprehensive range of accountancy services offered by PRB Accountants Sussex LLP, we also work closely with the Cavanagh Group, a leading firm of Independent Financial Advisers.
Cavanagh’s Services
Cavanagh’s Private Client team provide an advice driven wealth management service, covering:
| Alternative Investments | Discretionary Fund Management |
| Executive Review | Income & Capital Gains Tax Mitigation |
| Inheritance Tax Mitigation | Long Tem Care |
| Mortgages & Protection | Offshore Planning |
| Owner Managed Business Issues | Partners & Partnership Planning |
| Pensions & Retirement Strategies | School Fee Planning |
| Specialist Corporate Services | Tax Efficient Saving & Investments |
| Tax Planning | Trust Planning |
Cavanagh’s People
The Private Client team at Cavanagh provides the platform to enable the realisation of your financial goals. You will be advised by highly qualified and highly professional wealth managers, who will help you to manage your financial portfolio in an integrated fashion, in accordance with your needs, aspirations and attitude to investment risk.
They believe that how they relate to you is one of the most important elements of their proposition. They have a very real desire to fully understand your lifestyle, dreams and ambitions.
You will have access to a team of specialists in investment, pension, tax and trust planning. They will liaise closely, as appropriate, with ourselves and with any existing legal or stock-broking advisers to deliver tailored advice and solutions that meet your needs. They look to make use of available tax structures to ensure your objectives are met, often earlier than envisaged.
It is vital that their relationship with you is viewed as two-way, with positive input and commitment from both Cavanagh and yourself. This will engender a long-term relationship built on trust and mutual respect that will facilitate the achievement of shared goals.
Cavanagh’s History
Founded in 1996 the Cavanagh Group is now a leading firm of Independent Financial Advisers with offices nationwide, their head office being located local to our own headquarters in Sussex.
Cavanagh successfully floated on the AiM market in 2001 and continued to grow organically through to 2003 when the group announced the takeover of Ernst & Young Financial Management, the independent advisory arm of Ernst & Young LLP. In 2004 Cavanagh’s actuarial arm CPRM Ltd was formed, and this was followed by the acquisition of JRG Financial Consultancy Ltd (JRG) in November 2007.
Cavanagh provides expert and impartial advice to hundreds of businesses and many thousands of individuals across the UK.
Cavanagh’s Ethos
The core of Cavanagh’s philosophy is to build long term relationships by providing leading financial planning solutions. Listening to your needs is only the beginning; Cavanagh’s private client team is highly skilled and experienced and their internal development ensures they keep up to date with all investment, taxation and pension developments.
To support these high standards and provide you with peace of mind at all times, they have invested in bespoke administrative processes and systems. These are constantly being developed to meet their clients’ needs and aspirations.
Cavanagh’s experience of advising private clients over many years has resulted in them developing a very distinctive view on how best to deliver the quality and depth of strategic advice they believe clients now expect and deserve.
Contact Cavanagh
To arrange a discussion with a member of Cavanagh’s Private Client team:
Please call PRB Accountants LLP on 01444 458252 or email info@prbmp.com.