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How We Are Maintaining Our High Level of Service

Almost every business and service has had to adapt over the last few months, and Cave & Sons has been no different. Yet, given the technological advances we’ve seen, as well as our colleagues and client’s ability to adapt, we have been able to maintain the high level of service our clients have come to […]

Cave & Sons Warmly Welcome Jo Mara to the Team

Jo has recently moved to Cave & Sons from another local firm and we could not be more thrilled to welcome her to the team.  Jo has spent 30 years working in the financial services industry, and can offer expert advice on all aspects of financial planning, including protection, pensions, investments and tax matters for […]

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The Advantages of Using a Wealth Manager

What is an A Wealth Manager? A wealth manager is a flexible financial support service that combines both financial planning and investment management advice. A wealth manager can help you achieve your financial goals and ensure that your money is working properly for you. They can help you manage an investment portfolio, or even take […]

Cave’s Quarterly – Q1 2020

To get up to speed with the recent economic and market developments, please take a read of the first Cave’s Quarterly round-up of 2020. CLICK HERE TO READ

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Coronavirus Financial Aid: What the Government Has Promised So Far

With the ongoing Coronavirus pandemic currently gripping the world’s attention, we are living in truly unprecedented times. Individuals are rightly concerned, not only about the health of themselves and their loved ones, but about the economic impacts that the virus will have. In wake of this crisis, the government has outlined several measures to support […]

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A Business Update Surrounding Coronavirus

Dear client  In light of the ongoing coronavirus (COVID-19) disease pandemic I want to take this opportunity to reassure you that we have a business continuity framework in place to ensure that we can continue business as usual during this period of unpredictability.  At this time our Northampton office is operating at normal levels with […]

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3 Predictions for the 2020 Budget

What is The Budget? The Budget, also known as the Financial Statement, is an annual event in which the government lays out their financial plans. This year’s Budget was originally planned for 11th March, but given Sajid Javid’s recent resignation and the appointment of Rishi Sunak as new chancellor, the Budget could be delayed. Nevertheless, […]

Cave’s Quarterly – Q4 2019 Round-Up

To get up to speed with the recent economic and market developments, please take a read of the fourth Cave’s Quarterly round-up of 2019. CLICK HERE TO READ

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Estate Planning: A Guide to Inheritance Tax

Estate Planning: A Guide to Inheritance Tax Inheritance tax can be a confusing and overwhelming aspect of estate planning. Cave & Sons’ financial advisors aim to make your understanding of inheritance tax as straightforward as possible. You can read more on what Inheritance tax (or IHT) is, who is responsible, and certain exemptions that might […]

An image of a family teaching their child how to ride a bike, symbolic of them teaching them all the steps of growing up, including helping them with financial planning and saving by giving her pocket money.

How Much Money Should I Give To My Child?

How much money you should give to your child is not a straightforward answer, and will differ between families. There are clear steps you can take, however, to make sure you strike the right balance between teaching them essential financial lessons for life and over-indulging them. As a parent, you may find yourself opening the […]