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That’s LISA with a P!

23 Mar 2016
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Image of a calculator, pen and graph, used by someone for financial planning.

Leading up to the Budget there were endless articles, commentary and sometimes heated debate over the Chancellor’s intentions with regard to pensions and in particular tax relief. On the day though, there was hardly a mention of the ‘P’ word other than some much needed amendments to badly drafted sections of the last Pensions Act.…

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Oil Slips Further

21 Jan 2016
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image of oil cranes in sunset

Goldman Sachs 2008 prediction that oil would reach $200 per barrel seems a lifetime ago, with oil currently trading close to multiyear lows. The recent decision to lift Western trading sanctions against Iran which, in turn, will see Iranian crude exports come back to market, has piled even more pressure on an already tumbling oil…

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The Force Awakens!

21 Dec 2015
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image of star wars clip

Unlike the new Star Wars movie, it is unclear as yet whether the “financial force” generated by the new pension freedoms will ultimately be a force for good, enabling investors to access their funds more effectively or for the “dark side” as pensioners end up relying on state or should that be “Empire” handouts, having…

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Mrs R. from Kent

16 Oct 2015
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I am most grateful for the attention that all at Cave & Sons have given to my affairs, and I find it most encouraging that your standards of courtesy and efficiency are so exemplary.

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Mrs T. from Isle of Skye

16 Oct 2015
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Thank you for your continuing good work on my behalf. The weight lifted from my mind is incalculable just as well its not taxable, then!

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Mrs JD. from Northampton

16 Oct 2015
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Thank you ever so much for everything you’ve done!

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Mr G. from Northampton

16 Oct 2015
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Just a quick note to express my deep gratitude to you for everything you have done. As I near retirement I can finally rest easy that all is in place and I have someone so well-versed in these matters I can turn to.

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Miss H. from Northampton

16 Oct 2015
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We are most grateful for the sound advice you have given us over the years and we look forward to navigating through this next milestone with your help!

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Mr W. from Isle of Skye

16 Oct 2015
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The report is most encouraging and the performance of the portfolio has proved to be better than I had anticipated. Thank you for your careful management.

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Mrs H. from Essex

16 Oct 2015
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I have always been very happy with the service you and your company have provided.

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