Personal Service

We don't believe in faceless call-centres or automated telephone answering

Welcome to
MHA Caves Wealth

At MHA Caves Wealth, we understand the importance of a well-considered approach to wealth management.

We endeavour to deliver positive outcomes through a combination of tailored financial planning and bespoke investment management, alongside consistent oversight of both elements to ensure alignment with client expectations.

Our Services

Established in 1906, we are one of the oldest surviving firms of stockbrokers and investment managers in the UK, experience which enables us to help our clients to make the right investment decisions and giving them peace of mind today, tomorrow and for the future.

Wealth Management

Whether searching for a complete wealth management solution, impartial financial advice, investment management or an efficient stockbroking service, we are able to help.

Find out more

Financial Advice

Investment Management

Stockbroking

Intermediary Services

We constantly challenge ourselves to lead and compete with the very latest industry thinking. We've developed corporate expertise across a variety of sectors to offer you the best possible financial advice.

Call: 01604 621 421

Meet
the team

At MHA Caves Wealth, we have a team of specialist financial advisers that can handle every aspect of your wealth management needs. Find out more about our experts below how they can help you today.

Simon Harvey

Simon Harvey

Chief Executive | Investment Manager

Paul Mansfield

Chartered Wealth Manager
Andrew Cockerill

Andrew Cockerill

Director | Head of Investment Committee
Stephen Willerton

Steve Willerton

Director | Investment Manager
Andrea Wood

Andrea Wood

Associate | Investment Manager
Peter Brydon

Peter Brydon

Director | Independent Financial Adviser
Gregg Taffs

Gregg Taffs

Associate Director | Independent Financial Adviser
Scott Newbould

Scott Newbould

Associate | Independent Financial Adviser
Scott Kent

Scott Kent

Associate | Independent Financial Adviser
Roy Osbourne

Roy Osbourne

Independent Financial Adviser
Marcus Bull

Marcus Bull

Independent Financial Adviser
Dominic Thackray

Dominic Thackray

Independent Financial Adviser
Gary Doolan

Gary Doolan

Independent Financial Adviser
Charlotte Elgar

Charlotte Elgar

Independent Financial Adviser
Daving Hume

David Hume

Independent Financial Adviser
Alice Kenny

Alice Kenny

Head of Paraplanning, Associate
Gabby Stratin

Gabby Stratin

Departmental Supervisor, Administration Team
Rebecca Ryan

Rebecca Friel

Compliance Manager
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