Cave & Sons is now MHA Caves Wealth

Please see the ‘about us’ section of our website to find out more about our exciting new partnership with MHA MacIntyre Hudson.

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
Andrew Cockerill

Andrew Cockerill

Director / Investment Manager
John Naylor

John Naylor

Associate Director / Investment Manager
Stephen Willerton

Stephen Willerton

Associate Director / Investment Manager
Ed Caswell

Ed Caswell

Associate Director / Investment Manager
Luke McAfee

Luke McAfee

Associate / Investment Manager
Peter Brydon

Peter Brydon

Associate Director
Gregg Taffs

Gregg Taffs

Associate Director
Jo Mara

Jo Mara

Financial Adviser
Scott Kent

Scott Kent

Financial Adviser
Scott Newbould

Scott Newbould

Financial Adviser
Marcus Bull

Marcus Bull

Financial Adviser
Roy Osbourne

Roy Osbourne

Financial Adviser
Rupinder Bhamra

Rupinder Bhamra

Financial Adviser
Dominic Thackray

Dominic Thackray

Financial Adviser
Richard Bradley-Peters

Richard Bradley-Peters

Compliance Manager
Rebecca Ryan

Rebecca Ryan

Compliance Assistant
Andrea Wood

Andrea Wood

Investment Management Support